| Total AUM | $471.2M |
| Discretionary | $432.1M92% of AUM |
| Non-Discretionary | $39.1M |
| Client Accounts | 2,236 |
| Avg Account Size | $211K |
| Employees | 8 |
| Peak AUM | $471.2MApr 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $471M | +144.1% | — | — | |
| Discretionary AUM | $432M | ||||
| Total AUM | $471.2M |
| Discretionary | $432.1M |
| Employees | 8 |
| Client Accounts | 2236 |
| Client Range | More than 500 |
Address
234 E 1ST N
REXBURG ID 83440
Phone
208-356-9022
Filing History
22 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$432M
91.7% of AUM
Non-Discretionary
$39M
8.3% of AUM
Disc. mix ▼ 8.3pp vs 1 year ago
Total AUM
$471M
| — |
| — |
| Non-Disc. AUM | $39M | — | — | — |
| Total Accounts | 2k | +64.4% | — | — |
| Avg Account Size | $210,718.578 | +48.5% | — | — |
| Employees | 8 | +100.0% | +58.7% | — |
| AUM / Employee | $59M | +22.0% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $378M | +168.4% | — | — | |
| Institutional AUM | $93M | +78.6% | — | — | |
Client Count Segments | |||||
| HNW Clients | 627 | +367.9% | — | — | |
| Institutional | 49 | +113.0% | — | — | |
| Individuals | 312 | +97.5% | — | — | |