| Total AUM | $508.6M |
| Discretionary | $33.1M7% of AUM |
| Non-Discretionary | $475.5M |
| Client Accounts | 33 |
| Avg Account Size | $15.4M |
| Employees | 4 |
| Peak AUM | $508.6MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $509M | +11.5% | +8.8% | +4.0% | |
| Discretionary AUM | |||||
| Total AUM | $508.6M |
| Discretionary | $33.1M |
| Employees | 4 |
| Client Accounts | 33 |
Address
476 WINDSOR PARK DR.
DAYTON OH 45459-4111
Phone
937-299-4105
Filing History
47 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$33M
6.5% of AUM
Non-Discretionary
$475M
93.5% of AUM
Disc. mix ▼ 0.5pp vs 1 year ago
No related registrations reported
| +3.8% /yrover 25 yrs · 47 filings |
Total AUM
$509M
| $33M |
| +3.0% |
| +6.5% |
| 0.2% |
| Non-Disc. AUM | $475M | +12.2% | +9.0% | +4.4% |
| Total Accounts | 33 | 5.7% | 4.6% | 5.2% |
| Avg Account Size | $15M | +18.3% | +14.0% | +9.7% |
| Employees | 4 | +33.3% | +10.1% | +5.9% |
| AUM / Employee | $127M | 16.4% | 1.1% | 1.8% |
Client AUM Segments | |||||
| Wealth AUM | $33M | +3.0% | +6.5% | 0.2% | |
| Institutional AUM | $475M | +12.2% | +9.0% | +4.4% | |
Client Count Segments | |||||
| HNW Clients | 23 | 4.2% | 2.7% | 5.2% | |
| Institutional | 10 | 9.1% | 8.4% | 5.1% | |