Adviser Profile
| As of Date | 03/24/2026 |
| Registration | SEC, Approved, 04/17/2026 |
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| Former registrations | |
| ADV Location | MOUNT VERNON, OH, United States |
| Contact Info | 740 xxxxxxx |
| Websites |
| AUM* | 130,549,335 |
| of that, discretionary | 123,592,430 |
| Number of Employees | 27 |
| of those in investment advisory functions | 8 |
| Private Fund GAV* | 0 |
| Avg Account Size | 530,688 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
124M
106M
88M
71M
53M
35M
18M
2026
Private Funds
No private funds