| Total AUM | $5.3M |
| Discretionary | $5.3M100% of AUM |
| Client Accounts | 6,689 |
| Avg Account Size | $791.209 |
| Employees | 9 |
| Peak AUM | $5.3MMar 2026 |
Total AUM
$5M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $5M | — | — | — | |
| Discretionary AUM | $5M | — | |||
| Total AUM | $5.3M |
| Discretionary | $5.3M |
| Employees | 9 |
| Client Accounts | 6689 |
| Client Range | 1-10 |
Address
303 BROADWAY
CINCINNATI OH 45202
Phone
513-361-7600
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$5M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
| — |
| Total Accounts | 7k | — | — | — |
| Avg Account Size | $791.209 | — | — | — |
| Employees | 9 | +800.0% | — | — |
| AUM / Employee | $588,044.111 | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $5M | — | — | — | |
Client Count Segments | |||||
| HNW Clients | 7k | — | — | — | |