Adviser Profile

As of Date 03/10/2026
Registration SEC, Approved, 03/02/2020
Other registrations (2)
ADV Location RENO, NV, United States
Contact Info 775 xxxxxxx
Websites
AUM* 173,384,610 22%
of that, discretionary 173,384,610 22%
Number of Employees 1 -50%
of those in investment advisory functions 1 -50%
Private Fund GAV* 0
Avg Account Size 555,720 8%
% High Net Worth 56.00% 1%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

173M 149M 124M 99M 74M 50M 25M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Top Holdings

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Stck Ticker921908844 Stock NameVANGUARD SPECIALIZED FUNDS $ Position$12,700 % Position12.00% $ Change-1.00% # Change1.00%
Stck Ticker921946406 Stock NameVANGUARD WHITEHALL FDS $ Position$9,244 % Position8.00% $ Change4.00% # Change1.00%
Stck Ticker808524797 Stock NameSCHWAB STRATEGIC TR $ Position$4,761 % Position4.00% $ Change12.00% # Change0.00%
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$4,264 % Position4.00% $ Change-22.00% # Change-18.00%
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Stck Ticker02079K107 Stock NameALPHABET INC $ Position$2,941 % Position3.00% $ Change-10.00% # Change-1.00%

Brochure Summary