| Total AUM | $7.80B |
| Discretionary | $7.80B100% of AUM |
| Client Accounts | 2,121 |
| Avg Account Size | $3.7M |
| Employees | 83 |
| Peak AUM | $7.80BMar 2026 |
Total AUM
$7.8B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $7.8B | +28.3% | +324.4% | — | |
| Discretionary AUM | $7.8B | ||||
| Total AUM | $7.80B |
| Discretionary | $7.80B |
| Employees | 83 |
| Client Accounts | 2121 |
| Client Range | 101-250 |
Address
38 FOUNTAIN SQUARE PLAZA
CINCINNATI OH 45263
Phone
(513) 268-8380
Filing History
30 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$7.8B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +28.3% |
| +324.4% |
| — |
| Total Accounts | 2k | +59.1% | +175.8% | — |
| Avg Account Size | $4M | 19.4% | +53.9% | — |
| Employees | 83 | +33.9% | +60.7% | +110.7% |
| AUM / Employee | $94M | 4.2% | +164.1% | — |
Client AUM Segments | |||||
| Wealth AUM | $3.3B | +46.5% | +228.5% | — | |
| Institutional AUM | $4.5B | +17.6% | +717.0% | — | |
| Fund / Pooled AUM | $3M | 61.0% | — | — | |
Client Count Segments | |||||
| HNW Clients | 860 | 0.3% | +234.3% | — | |
| Institutional | 69 | 1.4% | +184.3% | — | |
| Pooled / Fund | 3 | 25.0% | — | — | |
| Individuals | 566 | +42.9% | +166.2% | — | |