| Total AUM | $63.4M |
| Discretionary | $63.4M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $15.8M |
| Employees | 1 |
| Peak AUM | $63.4MFeb 2026 |
Total AUM
$63M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $63M | 0.0% | — | — | — |
| Discretionary AUM | $63M | 0.0% | |||
| Total AUM | $63.4M |
| Discretionary | $63.4M |
| Employees | 1 |
| Client Accounts | 4 |
Address
4360 BROWNSBORO ROAD
LOUISVILLE KY 40207
Phone
502-292-5500
Filing History
2 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$63M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| — |
| — |
— |
| Total Accounts | 4 | 0.0% | — | — | — |
| Avg Account Size | $16M | 0.0% | — | — | — |
| Employees | 1 | 0.0% | — | — | — |
| AUM / Employee | $63M | 0.0% | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $63M | 0.0% | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 4 | 0.0% | — | — | — |