| Total AUM | $284.7M |
| Discretionary | $283.5M100% of AUM |
| Non-Discretionary | $1.3M |
| Client Accounts | 717 |
| Avg Account Size | $397K |
| Employees | 5 |
| Peak AUM | $284.7MJan 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $285M | +29.4% | +19.8% | +16.0% | |
| Discretionary AUM | |||||
| Total AUM | $284.7M |
| Discretionary | $283.5M |
| Employees | 5 |
| Client Accounts | 717 |
| Client Range | 26-50 |
Address
8831 THOMAS AVENUE
JOHNSTON IA 50131-8005
Phone
515-270-2727
Filing History
24 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$283M
99.6% of AUM
Non-Discretionary
$1M
0.4% of AUM
Disc. mix ▲ 0.4pp vs 1 year ago
| +15.5% /yrover 7 yrs · 24 filings |
Total AUM
$285M
| $283M |
| +29.9% |
| +20.0% |
| +15.9% |
| Non-Disc. AUM | $1M | 28.8% | 2.3% | — |
| Total Accounts | 717 | +9.8% | +4.5% | +8.5% |
| Avg Account Size | $397,139.166 | +17.9% | +14.6% | +6.9% |
| Employees | 5 | +66.7% | +18.6% | +4.5% |
| AUM / Employee | $57M | 22.3% | +1.1% | +11.0% |
Client AUM Segments | |||||
| Wealth AUM | $282M | +28.5% | +19.5% | +15.8% | |
| Institutional AUM | $2M | +926.8% | +124.5% | +57.5% | |
Client Count Segments | |||||
| HNW Clients | 120 | 2.4% | 2.6% | +2.5% | |
| Individuals | 78 | +11.4% | +12.3% | +6.4% | |