| Total AUM | $2.17B |
| Discretionary | $2.12B98% of AUM |
| Non-Discretionary | $48.8M |
| Client Accounts | 3,159 |
| Avg Account Size | $686K |
| Employees | 19 |
| Peak AUM | $2.17BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.2B | +20.9% | +27.5% | +18.1% | |
| Discretionary AUM | |||||
| Total AUM | $2.17B |
| Discretionary | $2.12B |
| Employees | 19 |
| Client Accounts | 3159 |
| Client Range | 251-500 |
Address
475 METRO PLACE S.
DUBLIN OH 43017
Phone
614-481-8449
Filing History
48 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.1B
97.7% of AUM
Non-Discretionary
$49M
2.3% of AUM
Disc. mix ▲ 0.9pp vs 1 year ago
Custody
No related registrations reported
| +11.1% /yrover 25 yrs · 48 filings |
Total AUM
$2.2B
| $2.1B |
| +22.1% |
| +29.2% |
| +19.8% |
| Non-Disc. AUM | $49M | 14.7% | 8.9% | 9.9% |
| Total Accounts | 3k | 4.8% | +3.5% | +2.7% |
| Avg Account Size | $686,069.554 | +27.1% | +23.2% | +15.0% |
| Employees | 19 | +11.8% | +5.9% | +6.3% |
| AUM / Employee | $114M | +8.2% | +20.4% | +11.1% |
Client AUM Segments | |||||
| Wealth AUM | $2.1B | +21.9% | +28.3% | +18.4% | |
| Institutional AUM | $81M | +1.0% | +11.4% | +13.3% | |
Client Count Segments | |||||
| HNW Clients | 186 | 14.3% | 12.7% | 9.8% | |
| Institutional | 7 | 0.0% | +11.9% | — | |
| Individuals | 421 | +9.9% | +11.3% | +9.6% | |