| Total AUM | $179.0M |
| Discretionary | $177.7M99% of AUM |
| Non-Discretionary | $1.3M |
| Client Accounts | 301 |
| Avg Account Size | $595K |
| Employees | 6 |
| Peak AUM | $179.0MMar 2026 |
Total AUM
$179M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $179M | +26.9% | +10.6% | — | |
| Discretionary AUM | $178M | ||||
| Total AUM | $179.0M |
| Discretionary | $177.7M |
| Employees | 6 |
| Client Accounts | 301 |
Address
401 E. 8TH STREET
SIOUX FALLS SD 57103
Phone
(610) 806-9001
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$178M
99.3% of AUM
Non-Discretionary
$1M
0.7% of AUM
Disc. mix ▲ 0.7pp vs 1 year ago
| +27.8% |
| +11.0% |
| — |
| Non-Disc. AUM | $1M | 34.7% | 19.3% | — |
| Total Accounts | 301 | 4.1% | 0.5% | — |
| Avg Account Size | $594,582.728 | +32.4% | +11.2% | — |
| Employees | 6 | 0.0% | 0.0% | +26.6% |
| AUM / Employee | $30M | +26.9% | +10.6% | — |
Client AUM Segments | |||||
| Wealth AUM | $165M | +31.3% | +11.4% | — | |
| Institutional AUM | $3M | 65.0% | 23.8% | — | |
| Fund / Pooled AUM | $10M | +72.5% | +30.1% | — | |
Client Count Segments | |||||
| HNW Clients | 55 | +17.0% | 13.8% | — | |
| Institutional | 5 | +66.7% | +18.6% | — | |
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |
| Individuals | 39 | 13.3% | 3.9% | — | |