| Total AUM | $1.64B |
| Discretionary | $1.64B99% of AUM |
| Non-Discretionary | $8.4M |
| Client Accounts | 3,674 |
| Avg Account Size | $448K |
| Employees | 24 |
| Peak AUM | $1.64BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.6B | +24.2% | +27.4% | +32.6% | |
| Discretionary AUM | |||||
| Total AUM | $1.64B |
| Discretionary | $1.64B |
| Employees | 24 |
| Client Accounts | 3674 |
| Client Range | More than 500 |
Address
5005 ROCKSIDE ROAD
INDEPENDENCE OH 44131-6829
Phone
(216) 800-9000
Filing History
42 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.6B
99.5% of AUM
Non-Discretionary
$8M
0.5% of AUM
Disc. mix ▲ 0.4pp vs 1 year ago
| +25.0% /yrover 12 yrs · 42 filings |
Total AUM
$1.6B
| $1.6B |
| +24.7% |
| +31.1% |
| +32.6% |
| Non-Disc. AUM | $8M | 31.7% | 50.5% | +31.8% |
| Total Accounts | 4k | +0.1% | +15.4% | +40.6% |
| Avg Account Size | $447,667.387 | +24.0% | +10.4% | 5.7% |
| Employees | 24 | +26.3% | +6.3% | +13.0% |
| AUM / Employee | $69M | 1.7% | +19.9% | +17.3% |
Client AUM Segments | |||||
| Wealth AUM | $1.5B | +23.5% | +25.5% | +30.9% | |
| Institutional AUM | $105M | +34.7% | +80.6% | — | |
Client Count Segments | |||||
| HNW Clients | 3k | +197.1% | +82.3% | +39.9% | |
| Institutional | 28 | +211.1% | +91.3% | — | |
| Individuals | 1k | +15.3% | +25.3% | +41.5% | |