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Adviser Profile

As of Date 03/31/2023
Registration SEC, Approved, 07/22/2022
Other registrations (4)
ADV Location DUBLIN, OH, United States
Contact Info 614 xxxxxxx
Websites
AUM* 108,500,000
of that, discretionary 107,750,000 -8%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 678,125 -19%
% High Net Worth 41.21% -3%
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
- Fixed fees (other than subscription fees)

Reported AUM

117M 100M 83M 67M 50M 33M 17M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary