| Total AUM | $5.01B |
| Discretionary | $5.01B100% of AUM |
| Client Accounts | 23 |
| Avg Account Size | $217.7M |
| Employees | 125 |
| Peak AUM | $5.01BMar 2026 |
| AUM CAGR | +9.7% /yrover 14 yrs · 39 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $5.0B | +4.6% | +9.2% | +12.8% | |
| Discretionary AUM | |||||
| Total AUM | $5.01B |
| Discretionary | $5.01B |
| Employees | 125 |
| Client Accounts | 23 |
Address
4124 WORTH AVENUE
COLUMBUS OH 43219-4026
Phone
614-246-2400
Filing History
39 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$5.0B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$5.0B
| $5.0B |
| +4.6% |
| +9.2% |
| +12.8% |
| Total Accounts | 23 | +4.5% | +6.4% | +3.9% |
| Avg Account Size | $218M | +0.1% | +2.7% | +8.5% |
| Employees | 125 | +5.0% | +14.6% | +8.8% |
| AUM / Employee | $40M | 0.4% | 4.7% | +3.6% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $5.0B | +4.6% | +9.2% | +12.8% | |
Client Count Segments | |||||
| Pooled / Fund | 23 | +4.5% | +6.4% | +3.9% | |