| Total AUM | $143.9M |
| Discretionary | $143.9M100% of AUM |
| Client Accounts | 214 |
| Avg Account Size | $672K |
| Employees | 2 |
| Peak AUM | $143.9MJan 2026 |
Total AUM
$144M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $144M | +7.3% | +9.9% | +5.3% | |
| Discretionary AUM | $144M | ||||
| Total AUM | $143.9M |
| Discretionary | $143.9M |
| Employees | 2 |
| Client Accounts | 214 |
| Client Range | 0 |
Address
201 S. MAIN STREET
SOUTH BEND IN 46601
Phone
(574) 233-2200
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$144M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| +7.3% |
| +9.9% |
| +5.3% |
| Total Accounts | 214 | +5.9% | +47.3% | +7.5% |
| Avg Account Size | $672,457.944 | +1.2% | 25.4% | 2.0% |
| Employees | 2 | 0.0% | +26.0% | +19.3% |
| AUM / Employee | $72M | +7.3% | 12.8% | 11.7% |
Client AUM Segments | |||||
| Wealth AUM | $144M | +7.3% | +9.9% | +5.3% | |
Client Count Segments | |||||
| HNW Clients | 56 | +14.3% | +17.0% | +15.3% | |
| Individuals | 29 | +11.5% | 3.2% | +7.3% | |