| Total AUM | $122.5M |
| Discretionary | $122.5M100% of AUM |
| Client Accounts | 1,045 |
| Avg Account Size | $117K |
| Employees | 6 |
| Peak AUM | $122.5MMar 2026 |
Total AUM
$123M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $123M | +16.8% | — | — | |
| Discretionary AUM | $123M | ||||
| Total AUM | $122.5M |
| Discretionary | $122.5M |
| Employees | 6 |
| Client Accounts | 1045 |
| Client Range | 0 |
Address
101 COUNTY LINE RD
VIRDEN IL 62690
Phone
217-965-5796
Filing History
13 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$123M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| — |
| — |
| Total Accounts | 1k | +11.5% | — | — |
| Avg Account Size | $117,246.324 | +4.8% | — | — |
| Employees | 6 | +20.0% | +29.3% | — |
| AUM / Employee | $20M | 2.6% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $123M | +18.5% | — | — | |
Client Count Segments | |||||
| HNW Clients | 457 | +6.8% | — | — | |
| Individuals | 21 | +133.3% | — | — | |