Adviser Profile

As of Date 04/24/2026
Registration SEC, Approved, 02/03/2021
ADV Location FORT WAYNE, IN, United States
Contact Info 260 xxxxxxx
Websites
AUM* 363,768,300 55%
of that, discretionary 359,062,897 56%
Number of Employees 24 9%
of those in investment advisory functions 21 24%
Private Fund GAV* 0
Avg Account Size 117,648 -1%
% High Net Worth 6.39% 182%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

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

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

359M 308M 256M 205M 154M 103M 51M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary