| Total AUM | $1.43B |
| Discretionary | $1.43B100% of AUM |
| Client Accounts | 415 |
| Avg Account Size | $3.4M |
| Employees | 8 |
| Peak AUM | $1.43BFeb 2026 |
| AUM CAGR | +11.3% /yrover 25 yrs · 37 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.4B | +15.0% | +15.7% | +9.9% | |
| Discretionary AUM | |||||
| Total AUM | $1.43B |
| Discretionary | $1.43B |
| Employees | 8 |
| Client Accounts | 415 |
| Client Range | 11-25 |
Address
9811 SOUTH FORTY DRIVE, SUITE 200
ST LOUIS MO 63124
Phone
314-726-2107
Filing History
37 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.4B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$1.4B
| $1.4B |
| +15.0% |
| +15.7% |
| +9.9% |
| Total Accounts | 415 | +184.2% | +4.5% | +5.2% |
| Avg Account Size | $3M | 59.5% | +10.8% | +4.5% |
| Employees | 8 | 0.0% | +4.6% | +6.0% |
| AUM / Employee | $178M | +15.0% | +10.7% | +3.7% |
Client AUM Segments | |||||
| Wealth AUM | $946M | +17.4% | +15.1% | +10.9% | |
| Institutional AUM | $482M | +17.2% | +19.7% | +9.6% | |
Client Count Segments | |||||
| HNW Clients | 24 | +26.3% | +17.0% | +19.5% | |
| Institutional | 14 | +16.7% | +2.5% | 0.0% | |
| Individuals | 112 | 0.9% | +1.2% | +2.8% | |