| Total AUM | $522.5M |
| Discretionary | $350.7M67% of AUM |
| Non-Discretionary | $171.9M |
| Client Accounts | 900 |
| Avg Account Size | $581K |
| Employees | 8 |
| Peak AUM | $522.5MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $523M | +19.3% | +10.8% | — | |
| Discretionary AUM | $351M | ||||
| Total AUM | $522.5M |
| Discretionary | $350.7M |
| Employees | 8 |
| Client Accounts | 900 |
| Client Range | 251-500 |
Address
2360 W 11TH ST
CLEVELAND OH 44113
Phone
(216) 727-0144
Filing History
32 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$351M
67.1% of AUM
Non-Discretionary
$172M
32.9% of AUM
Disc. mix ▼ 3.2pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$523M
| +13.8% |
| +7.5% |
| — |
| Non-Disc. AUM | $172M | +32.2% | +19.0% | — |
| Total Accounts | 900 | +9.6% | +4.2% | — |
| Avg Account Size | $580,610.65 | +8.8% | +6.3% | — |
| Employees | 8 | 0.0% | +4.6% | +12.5% |
| AUM / Employee | $65M | +19.3% | +6.0% | — |
Client AUM Segments | |||||
| Wealth AUM | $482M | +19.2% | +12.6% | — | |
| Institutional AUM | $41M | +19.5% | 1.4% | — | |
Client Count Segments | |||||
| HNW Clients | 212 | 8.6% | 2.7% | — | |
| Institutional | 18 | +5.9% | +37.0% | — | |
| Individuals | 100 | +26.6% | +9.1% | — | |