| Total AUM | $171.0M |
| Discretionary | $171.0M100% of AUM |
| Client Accounts | 461 |
| Avg Account Size | $371K |
| Employees | 3 |
| Peak AUM | $171.0MFeb 2026 |
Total AUM
$171M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $171M | +11.1% | +12.5% | — | |
| Discretionary AUM | $171M | ||||
| Total AUM | $171.0M |
| Discretionary | $171.0M |
| Employees | 3 |
| Client Accounts | 461 |
| Client Range | 51-100 |
Address
1880 MACKENZIE DRIVE
COLUMBUS OH 43220
Phone
(614) 457-6855
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$171M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| +11.1% |
| +12.5% |
| — |
| Total Accounts | 461 | +1.1% | +3.7% | — |
| Avg Account Size | $370,950.399 | +9.9% | +8.5% | — |
| Employees | 3 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $57M | +11.1% | +12.5% | — |
Client AUM Segments | |||||
| Wealth AUM | $171M | +11.1% | +12.5% | — | |
Client Count Segments | |||||
| HNW Clients | 121 | 9.7% | 3.7% | — | |
| Individuals | 48 | +9.1% | +11.4% | — | |