| Total AUM | $235.4M |
| Discretionary | $235.4M100% of AUM |
| Client Accounts | 539 |
| Avg Account Size | $437K |
| Employees | 7 |
| Peak AUM | $235.4MMar 2026 |
| AUM CAGR | +7.2% /yrover 6 yrs · 24 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $235M | +8.8% | +12.4% | +5.2% | |
| Discretionary AUM | |||||
| Total AUM | $235.4M |
| Discretionary | $235.4M |
| Employees | 7 |
| Client Accounts | 539 |
| Client Range | 51-100 |
Address
4030 SMITH RD.
CINCINNATI OH 45209
Phone
513-245-2620
Filing History
24 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$235M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$235M
| $235M |
| +8.8% |
| +12.4% |
| +5.2% |
| Total Accounts | 539 | 5.8% | +4.6% | +3.9% |
| Avg Account Size | $436,764.147 | +15.4% | +7.4% | +1.3% |
| Employees | 7 | 12.5% | 0.0% | +7.0% |
| AUM / Employee | $34M | +24.3% | +12.4% | 1.7% |
Client AUM Segments | |||||
| Wealth AUM | $235M | +8.8% | +12.4% | +5.2% | |
Client Count Segments | |||||
| HNW Clients | 143 | 35.0% | +2.1% | +0.7% | |
| Individuals | 60 | +11.1% | +0.5% | +3.3% | |