| Total AUM | $1.91B |
| Discretionary | $1.89B99% of AUM |
| Non-Discretionary | $14.7M |
| Client Accounts | 3,461 |
| Avg Account Size | $551K |
| Employees | 66 |
| Peak AUM | $1.91BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.9B | +34.6% | +23.2% | +27.5% | |
| Discretionary AUM | |||||
| Total AUM | $1.91B |
| Discretionary | $1.89B |
| Employees | 66 |
| Client Accounts | 3461 |
| Client Range | 26-50 |
Address
873 E. STATE STREET
EAGLE ID 83616
Phone
2084171933
Filing History
38 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.9B
99.2% of AUM
Non-Discretionary
$15M
0.8% of AUM
Disc. mix ▲ 0.4pp vs 1 year ago
Custody
Total AUM
$1.9B
| $1.9B |
| +35.2% |
| +22.9% |
| +28.0% |
| Non-Disc. AUM | $15M | 11.6% | +1025.1% | 0.6% |
| Total Accounts | 3k | +21.4% | +19.2% | 12.9% |
| Avg Account Size | $551,268.518 | +10.9% | +3.4% | +46.4% |
| Employees | 66 | 4.3% | 0.5% | +1.6% |
| AUM / Employee | $29M | +40.8% | +23.9% | +25.5% |
Client AUM Segments | |||||
| Wealth AUM | $1.8B | +33.9% | +22.1% | +26.7% | |
| Institutional AUM | $96M | +50.2% | +59.7% | +56.5% | |
Client Count Segments | |||||
| HNW Clients | 2k | +22.0% | +13.6% | 1.5% | |
| Institutional | 117 | +58.1% | +13.5% | +63.6% | |
| Individuals | 902 | +16.7% | +44.2% | +38.7% | |