Adviser Profile

As of Date 02/26/2026
Registration SEC, Approved, 03/11/2021
ADV Location KETCHUM, ID, United States
Contact Info 208 xxxxxxx
Websites
AUM* 210,568,182 42%
of that, discretionary 207,156,137 40%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 405,719 39%
% High Net Worth 38.30% -52%
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

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

207M 178M 148M 118M 89M 59M 30M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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