| Total AUM | $304.1M |
| Discretionary | $298.6M98% of AUM |
| Non-Discretionary | $5.5M |
| Client Accounts | 692 |
| Avg Account Size | $439K |
| Employees | 2 |
| Peak AUM | $304.1MMar 2026 |
| AUM CAGR | +14.7% /yrover 1 yrs · 3 filings |
Total AUM
$304M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $304M | +14.6% | — | — | — |
| Discretionary AUM | $299M | +14.6% | |||
| Total AUM | $304.1M |
| Discretionary | $298.6M |
| Employees | 2 |
| Client Accounts | 692 |
| Client Range | 1-10 |
Address
2066 STADIUM DR
BOZEMAN MT 59718
Phone
406-587-1604
Filing History
3 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$299M
98.2% of AUM
Non-Discretionary
$6M
1.8% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Custody
No related registrations reported
| — |
| — |
— |
| Non-Disc. AUM | $6M | +14.8% | — | — | — |
| Total Accounts | 692 | +5.6% | — | — | — |
| Avg Account Size | $439,445.723 | +8.5% | — | — | — |
| Employees | 2 | 0.0% | — | — | — |
| AUM / Employee | $152M | +14.6% | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $299M | +14.7% | — | — | — |
| Institutional AUM | $6M | +9.4% | — | — | — |
Client Count Segments | |||||
| HNW Clients | 80 | 0.0% | — | — | — |
| Individuals | 83 | +15.3% | — | — | — |