| Total AUM | $451.1M |
| Discretionary | $432.1M96% of AUM |
| Non-Discretionary | $19.0M |
| Client Accounts | 1,610 |
| Avg Account Size | $280K |
| Employees | 6 |
| Peak AUM | $451.1MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $451M | +19.1% | +27.0% | +19.4% | |
| Discretionary AUM | |||||
| Total AUM | $451.1M |
| Discretionary | $432.1M |
| Employees | 6 |
| Client Accounts | 1610 |
| Client Range | 1-10 |
Address
5025 UTICA RIDGE RD
DAVENPORT IA 52807
Phone
(563) 723-7301
Filing History
25 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$432M
95.8% of AUM
Non-Discretionary
$19M
4.2% of AUM
Disc. mix ▼ 0.6pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$451M
| $432M |
| +18.4% |
| +26.2% |
| +19.1% |
| Non-Disc. AUM | $19M | +37.5% | +52.7% | +29.4% |
| Total Accounts | 2k | +6.1% | +13.6% | +3.4% |
| Avg Account Size | $280,198.395 | +12.3% | +11.8% | +15.4% |
| Employees | 6 | +20.0% | +26.8% | +14.9% |
| AUM / Employee | $75M | 0.8% | +0.2% | +3.9% |
Client AUM Segments | |||||
| Wealth AUM | $451M | +19.1% | +27.0% | +19.4% | |
| Institutional AUM | $255,621 | +177.8% | — | — | |
Client Count Segments | |||||
| HNW Clients | 307 | 8.1% | +3.1% | +2.0% | |
| Individuals | 219 | +22.3% | +24.0% | +20.3% | |