| Total AUM | $883.8M |
| Discretionary | $874.8M99% of AUM |
| Non-Discretionary | $9.1M |
| Client Accounts | 3,715 |
| Avg Account Size | $238K |
| Employees | 24 |
| Peak AUM | $883.8MFeb 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $884M | +13.9% | +16.8% | +24.5% | |
| Discretionary AUM | |||||
| Total AUM | $883.8M |
| Discretionary | $874.8M |
| Employees | 24 |
| Client Accounts | 3715 |
| Client Range | 11-25 |
Address
4144 GOLF STREET NE
CEDAR RAPIDS IA 52402
Phone
(319) 826-1898
Filing History
75 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$875M
99.0% of AUM
Non-Discretionary
$9M
1.0% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Custody
Total AUM
$884M
| $875M |
| +13.9% |
| +16.8% |
| +24.6% |
| Non-Disc. AUM | $9M | +14.1% | +17.0% | +13.9% |
| Total Accounts | 4k | 4.3% | +5.8% | +12.7% |
| Avg Account Size | $237,909.791 | +19.0% | +10.4% | +10.5% |
| Employees | 24 | +4.3% | +8.3% | +16.6% |
| AUM / Employee | $37M | +9.1% | +7.8% | +6.7% |
Client AUM Segments | |||||
| Wealth AUM | $820M | +18.3% | +18.3% | +22.7% | |
| Institutional AUM | $63M | 23.5% | +2.6% | +175.0% | |
Client Count Segments | |||||
| HNW Clients | 981 | 0.0% | +1.7% | +11.3% | |
| Institutional | 21 | +10.5% | +1.7% | +32.7% | |
| Individuals | 261 | +11.5% | +14.9% | +23.1% | |