| Total AUM | $117.0M |
| Discretionary | $117.0M100% of AUM |
| Client Accounts | 449 |
| Avg Account Size | $261K |
| Employees | 6 |
| Peak AUM | $117.0MDec 2025 |
Total AUM
$117M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $117M | 0.0% | — | — | — |
| Discretionary AUM | $117M | 0.0% | |||
| Total AUM | $117.0M |
| Discretionary | $117.0M |
| Employees | 6 |
| Client Accounts | 449 |
| Client Range | 251-500 |
Address
6904 SPRING VALLEY DRIVE
HOLLAND OH 43528
Phone
859-291-9879
Filing History
4 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$117M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| — |
| — |
— |
| Total Accounts | 449 | 0.0% | — | — | — |
| Avg Account Size | $260,579.065 | 0.0% | — | — | — |
| Employees | 6 | +50.0% | — | — | — |
| AUM / Employee | $20M | 33.3% | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $117M | 0.0% | — | — | — |
Client Count Segments | |||||
| HNW Clients | 449 | 0.0% | — | — | — |
| Individuals | 42 | 0.0% | — | — | — |