| Total AUM | $221.6M |
| Discretionary | $216.1M98% of AUM |
| Non-Discretionary | $5.4M |
| Client Accounts | 1,041 |
| Avg Account Size | $213K |
| Employees | 6 |
| Peak AUM | $221.6MFeb 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $222M | +14.0% | +17.0% | +10.7% | |
| Discretionary AUM | |||||
| Total AUM | $221.6M |
| Discretionary | $216.1M |
| Employees | 6 |
| Client Accounts | 1041 |
| Client Range | 11-25 |
Address
100 STERLING PARKWAY
MECHANICSBURG PA 17050
Phone
(717) 276-1501
Filing History
25 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$216M
97.6% of AUM
Non-Discretionary
$5M
2.4% of AUM
Disc. mix ▲ 1.6pp vs 1 year ago
Custody
No related registrations reported
| +9.8% /yrover 8 yrs · 25 filings |
Total AUM
$222M
| $216M |
| +15.9% |
| +20.6% |
| +13.8% |
| Non-Disc. AUM | $5M | 31.2% | 29.3% | 22.9% |
| Total Accounts | 1k | +5.2% | +5.0% | 2.0% |
| Avg Account Size | $212,829.098 | +8.4% | +11.4% | +12.9% |
| Employees | 6 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $37M | +14.0% | +17.0% | +10.7% |
Client AUM Segments | |||||
| Wealth AUM | $222M | +14.0% | +17.0% | +10.7% | |
Client Count Segments | |||||
| HNW Clients | 158 | 26.2% | +2.2% | 1.9% | |
| Individuals | 65 | +16.1% | +24.1% | +11.1% | |