| Total AUM | $512.5M |
| Discretionary | $509.8M99% of AUM |
| Non-Discretionary | $2.7M |
| Client Accounts | 1,155 |
| Avg Account Size | $444K |
| Employees | 10 |
| Peak AUM | $512.5MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $512M | +35.1% | +19.3% | +13.5% | |
| Discretionary AUM | |||||
| Total AUM | $512.5M |
| Discretionary | $509.8M |
| Employees | 10 |
| Client Accounts | 1155 |
| Client Range | 0 |
Address
111 WEST WESLEY STREET
WHEATON IL 60187
Phone
630-221-1000
Filing History
57 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$510M
99.5% of AUM
Non-Discretionary
$3M
0.5% of AUM
Disc. mix ▲ 0.7pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$512M
| $510M |
| +36.1% |
| +20.1% |
| +13.6% |
| Non-Disc. AUM | $3M | 43.9% | 27.5% | 3.0% |
| Total Accounts | 1k | +40.7% | +6.2% | +11.7% |
| Avg Account Size | $443,697.574 | 4.0% | +12.4% | +1.6% |
| Employees | 10 | +42.9% | +12.6% | +7.4% |
| AUM / Employee | $51M | 5.4% | +6.0% | +5.7% |
Client AUM Segments | |||||
| Wealth AUM | $477M | +30.0% | +18.8% | +13.1% | |
| Institutional AUM | $35M | +188.0% | +27.6% | +20.4% | |
Client Count Segments | |||||
| HNW Clients | 186 | +33.8% | +8.9% | +10.3% | |
| Institutional | 26 | +136.4% | +26.0% | — | |
| Individuals | 133 | +43.0% | +1.3% | +9.4% | |