| Total AUM | $574.9M |
| Discretionary | $543.8M95% of AUM |
| Non-Discretionary | $31.2M |
| Client Accounts | 547 |
| Avg Account Size | $1.1M |
| Employees | 3 |
| Peak AUM | $574.9MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $575M | +15.9% | +14.3% | +7.2% | |
| Discretionary AUM | |||||
| Total AUM | $574.9M |
| Discretionary | $543.8M |
| Employees | 3 |
| Client Accounts | 547 |
| Client Range | 1-10 |
Address
400 SOUTH 5TH STREET
COLUMBUS OH 43215
Phone
614-469-5003
Filing History
44 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$544M
94.6% of AUM
Non-Discretionary
$31M
5.4% of AUM
Disc. mix ▲ 0.2pp vs 1 year ago
Custody
| +10.3% /yrover 25 yrs · 44 filings |
Total AUM
$575M
| $544M |
| +16.1% |
| +18.4% |
| +7.7% |
| Non-Disc. AUM | $31M | +12.0% | 18.2% | +0.2% |
| Total Accounts | 547 | +4.8% | +1.1% | +0.8% |
| Avg Account Size | $1M | +10.6% | +13.1% | +6.4% |
| Employees | 3 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $192M | +15.9% | +14.3% | +7.2% |
Client AUM Segments | |||||
| Wealth AUM | $569M | +16.0% | +14.4% | +7.2% | |
| Institutional AUM | $6M | +4.1% | +9.9% | +5.6% | |
Client Count Segments | |||||
| HNW Clients | 32 | 28.9% | 9.4% | 6.2% | |
| Individuals | 152 | +16.0% | +4.6% | +2.4% | |