| Total AUM | $776.0M |
| Discretionary | $769.3M99% of AUM |
| Non-Discretionary | $6.7M |
| Client Accounts | 1,693 |
| Avg Account Size | $458K |
| Employees | 12 |
| Peak AUM | $776.0MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $776M | +9.1% | +16.9% | +12.8% | |
| Discretionary AUM | $769M | ||||
| Total AUM | $776.0M |
| Discretionary | $769.3M |
| Employees | 12 |
| Client Accounts | 1693 |
| Client Range | 251-500 |
Address
3105 E 98TH STREET
INDIANAPOLIS IN 46280
Phone
317-552-0505
Filing History
61 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$769M
99.1% of AUM
Non-Discretionary
$7M
0.9% of AUM
Disc. mix ▼ 0.6pp vs 1 year ago
Custody
No related registrations reported
| +15.9% /yrover 22 yrs · 61 filings |
Total AUM
$776M
| +8.5% |
| +16.8% |
| +12.7% |
| Non-Disc. AUM | $7M | +220.2% | +38.7% | +32.6% |
| Total Accounts | 2k | +2.5% | +4.4% | +5.2% |
| Avg Account Size | $458,356.201 | +6.4% | +11.9% | +7.3% |
| Employees | 12 | 0.0% | 2.7% | 0.0% |
| AUM / Employee | $65M | +9.1% | +20.2% | +12.8% |
Client AUM Segments | |||||
| Wealth AUM | $761M | +14.8% | +16.3% | +12.5% | |
| Institutional AUM | $15M | 68.4% | +87.6% | +47.3% | |
Client Count Segments | |||||
| HNW Clients | 222 | 7.9% | 2.6% | +1.1% | |
| Institutional | 5 | — | — | +4.6% | |
| Individuals | 200 | +12.4% | +11.4% | +5.1% | |