| Total AUM | $167.2M |
| Discretionary | $161.1M96% of AUM |
| Non-Discretionary | $6.1M |
| Client Accounts | 1,085 |
| Avg Account Size | $154K |
| Employees | 3 |
| Peak AUM | $167.2MApr 2026 |
| AUM CAGR | +27.0% /yrover 2 yrs · 8 filings |
Total AUM
$167M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $167M | +29.8% | +27.0% | — | |
| Discretionary AUM | $161M | ||||
| Total AUM | $167.2M |
| Discretionary | $161.1M |
| Employees | 3 |
| Client Accounts | 1085 |
| Client Range | 251-500 |
Address
6099 FRANTZ ROAD
DUBLIN OH 43017
Phone
614-760-0670
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$161M
96.3% of AUM
Non-Discretionary
$6M
3.7% of AUM
Disc. mix ▼ 3.7pp vs 1 year ago
| +25.0% |
| +25.2% |
| — |
| Non-Disc. AUM | $6M | +76416.8% | +190.0% | — |
| Total Accounts | 1k | +14.0% | +11.7% | — |
| Avg Account Size | $154,102.053 | +13.9% | +13.7% | — |
| Employees | 3 | 0.0% | 0.0% | — |
| AUM / Employee | $56M | +29.8% | +27.0% | — |
Client AUM Segments | |||||
| Wealth AUM | $167M | +29.8% | +27.0% | — | |
Client Count Segments | |||||
| HNW Clients | 428 | +10.0% | +9.0% | — | |
| Individuals | 37 | +48.0% | +59.5% | — | |