| Total AUM | $405.2M |
| Discretionary | $405.2M100% of AUM |
| Client Accounts | 585 |
| Avg Account Size | $693K |
| Employees | 5 |
| Peak AUM | $405.2MMar 2026 |
| AUM CAGR | +12.2% /yrover 12 yrs · 23 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $405M | +12.8% | +15.2% | +13.0% | |
| Discretionary AUM | |||||
| Total AUM | $405.2M |
| Discretionary | $405.2M |
| Employees | 5 |
| Client Accounts | 585 |
| Client Range | 251-500 |
Address
2500 CHAMBER CENTER DRIVE
FT. MITCHELL KY 41017
Phone
859-815-8566
Filing History
23 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$405M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$405M
| $405M |
| +12.8% |
| +15.2% |
| +13.0% |
| Total Accounts | 585 | +12.5% | +10.6% | +9.4% |
| Avg Account Size | $692,598.009 | +0.2% | +4.2% | +3.3% |
| Employees | 5 | +25.0% | +18.0% | +10.6% |
| AUM / Employee | $81M | 9.8% | 2.4% | +2.2% |
Client AUM Segments | |||||
| Wealth AUM | $402M | +12.8% | +15.2% | +12.9% | |
| Institutional AUM | $3M | +5.5% | +20.4% | +30.9% | |
Client Count Segments | |||||
| HNW Clients | 131 | +4.0% | +11.0% | +9.9% | |
| Institutional | 1 | 0.0% | 0.0% | 0.0% | |
| Individuals | 154 | +4.8% | +5.6% | +8.7% | |