| Total AUM | $155.1M |
| Discretionary | $155.1M100% of AUM |
| Client Accounts | 449 |
| Avg Account Size | $345K |
| Employees | 1 |
| Peak AUM | $155.1MMar 2026 |
Total AUM
$155M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $155M | +12.8% | +10.6% | +8.2% | |
| Discretionary AUM | |||||
| Total AUM | $155.1M |
| Discretionary | $155.1M |
| Employees | 1 |
| Client Accounts | 449 |
| Client Range | 0 |
Address
5082 WOOSTER ROAD
CINCINNATI OH 45226
Phone
(513) 871-0123
Filing History
18 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$155M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| $155M |
| +12.8% |
| +10.6% |
| +8.2% |
| Total Accounts | 449 | +1.6% | +5.6% | +3.2% |
| Avg Account Size | $345,373.842 | +11.1% | +4.7% | +4.9% |
| Employees | 1 | 0.0% | 37.0% | 13.4% |
| AUM / Employee | $155M | +12.8% | +75.5% | +24.9% |
Client AUM Segments | |||||
| Wealth AUM | $155M | +12.8% | +10.6% | +8.2% | |
Client Count Segments | |||||
| HNW Clients | 85 | +9.0% | 6.2% | 1.2% | |
| Individuals | 71 | +7.6% | +26.6% | +15.8% | |