| Total AUM | $751.5M |
| Discretionary | $699.8M93% of AUM |
| Non-Discretionary | $51.7M |
| Client Accounts | 1,888 |
| Avg Account Size | $398K |
| Employees | 12 |
| Peak AUM | $751.5MFeb 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $752M | +20.2% | +21.7% | +16.3% | |
| Discretionary AUM | |||||
| Total AUM | $751.5M |
| Discretionary | $699.8M |
| Employees | 12 |
| Client Accounts | 1888 |
| Client Range | 1-10 |
Address
400 EAST VINE ST
LEXINGTON KY 40507
Phone
859-226-0625
Filing History
39 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$700M
93.1% of AUM
Non-Discretionary
$52M
6.9% of AUM
Disc. mix ▼ 1.2pp vs 1 year ago
No related registrations reported
| +18.0% /yrover 12 yrs · 39 filings |
Total AUM
$752M
| $700M |
| +18.7% |
| +20.9% |
| +15.8% |
| Non-Disc. AUM | $52M | +45.8% | +37.1% | +24.6% |
| Total Accounts | 2k | +5.0% | +7.0% | +6.1% |
| Avg Account Size | $398,049.176 | +14.5% | +13.8% | +9.6% |
| Employees | 12 | 0.0% | 0.0% | +6.0% |
| AUM / Employee | $63M | +20.2% | +21.7% | +9.7% |
Client AUM Segments | |||||
| Wealth AUM | $715M | +19.0% | +21.1% | +15.5% | |
| Institutional AUM | $35M | +46.2% | +37.1% | +43.0% | |
| Other AUM | $712,612 | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 237 | 0.8% | +5.8% | +0.4% | |
| Institutional | 21 | +40.0% | +29.0% | +18.8% | |
| Individuals | 217 | +9.6% | +12.0% | +13.8% | |