Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 07/01/1976
ADV Location CLEVELAND, OH, United States
Contact Info 216 xxxxxxx
Websites
AUM* 565,532,900 13%
of that, discretionary 565,532,900 13%
Number of Employees 5
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 1,229,419 16%
% High Net Worth 62.68% -2%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

588M 504M 420M 336M 252M 168M 84M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary