| Total AUM | $152.8M |
| Discretionary | $152.8M100% of AUM |
| Client Accounts | 255 |
| Avg Account Size | $599K |
| Employees | 4 |
| Peak AUM | $156.5MMar 2025 |
Total AUM
$153M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $153M | 2.3% | +7.1% | — | |
| Discretionary AUM | $153M | ||||
| Total AUM | $152.8M |
| Discretionary | $152.8M |
| Employees | 4 |
| Client Accounts | 255 |
| Client Range | 26-50 |
Phone
309-679-9146
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$153M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| 2.3% |
| +7.1% |
| — |
| Total Accounts | 255 | 23.0% | 8.3% | — |
| Avg Account Size | $599,218.098 | +26.8% | +16.9% | — |
| Employees | 4 | 0.0% | 0.0% | — |
| AUM / Employee | $38M | 2.3% | +7.1% | — |
Client AUM Segments | |||||
| Wealth AUM | $143M | 2.6% | +7.3% | — | |
| Institutional AUM | $5M | 48.7% | 28.1% | — | |
| Other AUM | $5M | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 34 | 10.5% | 4.5% | — | |
| Individuals | 38 | 5.0% | 1.4% | — | |