| Total AUM | $551.3M |
| Discretionary | $550.0M100% of AUM |
| Non-Discretionary | $1.3M |
| Client Accounts | 582 |
| Avg Account Size | $947K |
| Employees | 7 |
| Peak AUM | $551.3MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $551M | +11.4% | +21.2% | +11.7% | |
| Discretionary AUM | |||||
| Total AUM | $551.3M |
| Discretionary | $550.0M |
| Employees | 7 |
| Client Accounts | 582 |
| Client Range | 1-10 |
Address
9 AURORA STREET, SUITE #5
HUDSON OH 44236
Phone
330-650-0921
Filing History
31 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$550M
99.8% of AUM
Non-Discretionary
$1M
0.2% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Custody
No related registrations reported
| +14.7% /yrover 16 yrs · 31 filings |
Total AUM
$551M
| $550M |
| +11.4% |
| +21.1% |
| +11.7% |
| Non-Disc. AUM | $1M | +43.0% | +66.6% | +13.8% |
| Total Accounts | 582 | +10.6% | +7.6% | +6.8% |
| Avg Account Size | $947,238.361 | +0.7% | +12.6% | +4.6% |
| Employees | 7 | 0.0% | 0.0% | +6.8% |
| AUM / Employee | $79M | +11.4% | +21.2% | +4.6% |
Client AUM Segments | |||||
| Wealth AUM | $437M | +14.6% | +23.1% | +12.6% | |
| Institutional AUM | $115M | +0.9% | +14.7% | +8.6% | |
Client Count Segments | |||||
| HNW Clients | 133 | +19.8% | +23.9% | +12.5% | |
| Institutional | 17 | 0.0% | 0.0% | 0.0% | |
| Individuals | 94 | +10.6% | 1.0% | +5.4% | |