| Total AUM | $290.6M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $290.6M |
| Client Accounts | 1,717 |
| Avg Account Size | $169K |
| Employees | 8 |
| Peak AUM | $290.6MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $291M | +18.3% | +20.3% | +12.8% | |
| Non-Disc. AUM | $291M | ||||
| Total AUM | $290.6M |
| Discretionary | $0 |
| Employees | 8 |
| Client Accounts | 1717 |
| Client Range | 1-10 |
Address
301 SOUTH BROADWAY
GLASGOW KY 42141
Phone
270-629-2046
Filing History
22 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$291M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$291M
| +18.3% |
| +20.3% |
| +12.8% |
| Total Accounts | 2k | +9.6% | +7.0% | +8.5% |
| Avg Account Size | $169,259.033 | +7.9% | +12.5% | +3.9% |
| Employees | 8 | +166.7% | +26.0% | +21.7% |
| AUM / Employee | $36M | 55.7% | 4.5% | 7.3% |
Client AUM Segments | |||||
| Wealth AUM | $290M | +20.9% | +20.2% | +12.7% | |
| Institutional AUM | $979,187 | +95.4% | +64.4% | +33.0% | |
Client Count Segments | |||||
| HNW Clients | 1k | +9.0% | 3.5% | +9.9% | |
| Institutional | 3 | +200.0% | — | — | |
| Individuals | 60 | +30.4% | +12.6% | +2.9% | |