| Total AUM | $198.1M |
| Discretionary | $198.1M100% of AUM |
| Client Accounts | 499 |
| Avg Account Size | $397K |
| Employees | 4 |
| Peak AUM | $198.1MJan 2026 |
| AUM CAGR | +18.5% /yrover 4 yrs · 12 filings |
Total AUM
$198M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $198M | +7.1% | +22.9% | +18.5% | |
| Discretionary AUM | |||||
| Total AUM | $198.1M |
| Discretionary | $198.1M |
| Employees | 4 |
| Client Accounts | 499 |
| Client Range | 26-50 |
Phone
317-363-6204
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$198M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| $198M |
| +7.1% |
| +22.9% |
| +18.5% |
| Total Accounts | 499 | +9.9% | +21.0% | +10.5% |
| Avg Account Size | $396,916.894 | 2.5% | +1.6% | +7.2% |
| Employees | 4 | 0.0% | +26.8% | +19.8% |
| AUM / Employee | $50M | +7.1% | 3.0% | 1.1% |
Client AUM Segments | |||||
| Wealth AUM | $187M | +5.2% | +22.1% | +16.7% | |
| Institutional AUM | $11M | +55.2% | +41.4% | — | |
Client Count Segments | |||||
| HNW Clients | 124 | +5.1% | +26.8% | +28.1% | |
| Institutional | 8 | 0.0% | +26.8% | — | |
| Individuals | 58 | +1.8% | +11.7% | +12.4% | |