| Total AUM | $674.2M |
| Discretionary | $646.5M96% of AUM |
| Non-Discretionary | $27.7M |
| Client Accounts | 1,677 |
| Avg Account Size | $402K |
| Employees | 8 |
| Peak AUM | $674.2MJan 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $674M | +10.4% | +16.7% | +12.2% | |
| Discretionary AUM | |||||
| Total AUM | $674.2M |
| Discretionary | $646.5M |
| Employees | 8 |
| Client Accounts | 1677 |
| Client Range | 251-500 |
Address
111 EAST GRAND, SUITE 412
DES MOINES IA 50309
Phone
515-284-1011
Filing History
29 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$647M
95.9% of AUM
Non-Discretionary
$28M
4.1% of AUM
Disc. mix ▼ 0.4pp vs 1 year ago
Custody
No related registrations reported
| +21.2% /yrover 9 yrs · 29 filings |
Total AUM
$674M
| $647M |
| +10.0% |
| +16.5% |
| +11.9% |
| Non-Disc. AUM | $28M | +20.8% | +22.3% | +24.2% |
| Total Accounts | 2k | 0.5% | +4.2% | +7.1% |
| Avg Account Size | $402,019.629 | +11.0% | +12.0% | +4.8% |
| Employees | 8 | +14.3% | +4.4% | +5.8% |
| AUM / Employee | $84M | 3.4% | +11.8% | +6.1% |
Client AUM Segments | |||||
| Wealth AUM | $647M | +10.1% | +16.6% | +11.9% | |
| Institutional AUM | $27M | +17.9% | +21.3% | +23.6% | |
Client Count Segments | |||||
| HNW Clients | 138 | +2.2% | +6.1% | +7.0% | |
| Individuals | 167 | +5.7% | +3.1% | +8.4% | |