| Total AUM | $756.5M |
| Discretionary | $756.3M100% of AUM |
| Non-Discretionary | $192K |
| Client Accounts | 574 |
| Avg Account Size | $1.3M |
| Employees | 6 |
| Peak AUM | $756.5MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $757M | +26.9% | +15.4% | +11.0% | |
| Discretionary AUM | |||||
| Total AUM | $756.5M |
| Discretionary | $756.3M |
| Employees | 6 |
| Client Accounts | 574 |
| Client Range | 26-50 |
Address
1600 WEST LANE AVENUE
COLUMBUS OH 43221
Phone
(614) 484-1400
Filing History
21 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$756M
100.0% of AUM
Non-Discretionary
$192,301
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +23.0% /yrover 8 yrs · 21 filings |
Total AUM
$757M
| $756M |
| +26.9% |
| +15.4% |
| +11.0% |
| Non-Disc. AUM | $192,301 | +15.4% | +35.5% | 10.2% |
| Total Accounts | 574 | +30.5% | +25.0% | +6.0% |
| Avg Account Size | $1M | 2.7% | 7.7% | +4.7% |
| Employees | 6 | +20.0% | +6.3% | +3.7% |
| AUM / Employee | $126M | +5.8% | +8.6% | +7.0% |
Client AUM Segments | |||||
| Wealth AUM | $476M | +10.0% | +13.2% | +13.1% | |
| Institutional AUM | $280M | +71.9% | +19.5% | +7.8% | |
Client Count Segments | |||||
| HNW Clients | 40 | +5.3% | +14.0% | 9.8% | |
| Individuals | 67 | +3.1% | +8.1% | 4.9% | |