| Total AUM | $190.4M |
| Discretionary | $99.9M52% of AUM |
| Non-Discretionary | $90.5M |
| Client Accounts | 226 |
| Avg Account Size | $843K |
| Employees | 3 |
| Peak AUM | $190.4MFeb 2026 |
| AUM CAGR | +35.5% /yrover 1 yrs · 6 filings |
Total AUM
$190M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $190M | +28.8% | — | — | |
| Discretionary AUM | $100M | ||||
| Total AUM | $190.4M |
| Discretionary | $99.9M |
| Employees | 3 |
| Client Accounts | 226 |
| Client Range | 11-25 |
Address
1382 WEST NINTH STREET, SUITE 205
CLEVELAND OH 44113
Phone
216-299-1883
Filing History
6 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$100M
52.5% of AUM
Non-Discretionary
$90M
47.5% of AUM
Disc. mix ▼ 5.6pp vs 1 year ago
Custody
No related registrations reported
| — |
| — |
| Non-Disc. AUM | $90M | +46.1% | — | — |
| Total Accounts | 226 | +44.9% | — | — |
| Avg Account Size | $842,522.717 | 11.1% | — | — |
| Employees | 3 | +50.0% | — | — |
| AUM / Employee | $63M | 14.2% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $186M | +29.0% | — | — | |
| Institutional AUM | $4M | +20.0% | — | — | |
Client Count Segments | |||||
| HNW Clients | 7 | +133.3% | — | — | |
| Institutional | 1 | 0.0% | — | — | |
| Individuals | 10 | 9.1% | — | — | |