| Total AUM | $249.6M |
| Discretionary | $244.7M98% of AUM |
| Non-Discretionary | $5.0M |
| Client Accounts | 972 |
| Avg Account Size | $257K |
| Employees | 7 |
| Peak AUM | $249.6MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $250M | +12.8% | +10.9% | +5.2% | |
| Discretionary AUM | |||||
| Total AUM | $249.6M |
| Discretionary | $244.7M |
| Employees | 7 |
| Client Accounts | 972 |
| Client Range | 101-250 |
Address
1600 ASHWOOD DRIVE
CANONSBURG PA 15317
Phone
(724) 942-2639
Filing History
28 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$245M
98.0% of AUM
Non-Discretionary
$5M
2.0% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$250M
| $245M |
| +12.6% |
| +10.8% |
| +5.0% |
| Non-Disc. AUM | $5M | +20.7% | +20.5% | +18.7% |
| Total Accounts | 972 | +1.6% | +1.2% | +0.9% |
| Avg Account Size | $256,829.82 | +11.0% | +9.6% | +4.2% |
| Employees | 7 | 0.0% | 4.2% | 2.6% |
| AUM / Employee | $36M | +12.8% | +15.9% | +8.0% |
Client AUM Segments | |||||
| Wealth AUM | $245M | +12.6% | +10.8% | +5.0% | |
| Institutional AUM | $5M | +20.6% | +20.4% | +17.2% | |
Client Count Segments | |||||
| HNW Clients | 179 | 5.8% | 6.5% | 3.5% | |
| Individuals | 90 | 19.6% | +14.7% | +6.9% | |