| As of Date | 05/27/2026 |
| Registration | SEC, Approved, 04/24/2026 |
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| Former registrations | |
| ADV Location | DUBLIN, OH, United States |
| Contact Info | 614 xxxxxxx |
| Websites |
| AUM* | 119,548,123 |
| of that, discretionary | 108,487,112 |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 212,341 |
| % High Net Worth | 28.25% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- A percentage of assets under your management
No private funds