| Total AUM | $178.0M |
| Discretionary | $178.0M100% of AUM |
| Client Accounts | 452 |
| Avg Account Size | $394K |
| Employees | 3 |
| Peak AUM | $178.0MMar 2026 |
| AUM CAGR | +29.6% /yrover 2 yrs · 3 filings |
Total AUM
$178M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $178M | +27.1% | +29.6% | — | — |
| Discretionary AUM | $178M | +27.1% | |||
| Total AUM | $178.0M |
| Discretionary | $178.0M |
| Employees | 3 |
| Client Accounts | 452 |
| Client Range | 101-250 |
Address
6784 LOOP ROAD SUITE# 208
CENTERVILLE OH 45459
Phone
855-560-7171
Filing History
3 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$178M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| +29.6% |
| — |
— |
| Total Accounts | 452 | +19.3% | +8.1% | — | — |
| Avg Account Size | $393,803.327 | +6.6% | +19.9% | — | — |
| Employees | 3 | 0.0% | +24.8% | — | — |
| AUM / Employee | $59M | +27.1% | +3.9% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $177M | +27.1% | +29.5% | — | — |
| Institutional AUM | $1M | +29.9% | +35.5% | — | — |
Client Count Segments | |||||
| HNW Clients | 87 | 29.8% | 12.9% | — | — |
| Institutional | 1 | 0.0% | 0.0% | — | — |
| Individuals | 134 | +94.2% | +52.3% | — | — |