| As of Date | 03/11/2026 |
| Registration | SEC, Approved, 06/03/2022 |
| ADV Location | LIMA, OH, United States |
| Contact Info | 419 xxxxxxx |
| Websites |
| AUM* | 474,149,389 43% |
| of that, discretionary | 445,481,735 48% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 480,395 16% |
| % High Net Worth | 24.86% -3% |
| SMA’s | No |
| Private Funds | 0 |
- 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
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
No private funds
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser CALLAHAN WEALTH ADVISORY | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM372.2m | #Funds- | |
| Adviser BEACON POINTE ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund42.1m | Securitized Asset Fund- | Venture Capital Fund- | Other Fund67.6m | Total Private Fund GAV109.8m | AUM54.9b | #Funds7 | |
| Adviser CH DOUGLAS & GRAY WEALTH MANAGEMENT | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM187.2m | #Funds- | |
| Adviser BLBB ADVISORS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM3.3b | #Funds- | |
| Adviser SANDBOX FINANCIAL PARTNERS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM681.7m | #Funds- | |
| Adviser GOLDEN BAY ADVISORS LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM295.7m | #Funds- | |
| Adviser MITCHELL & PAHL PRIVATE WEALTH | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM449.9m | #Funds- | |
| Adviser 3RD CREEK INVESTMENTS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM204.9m | #Funds- | |
| Adviser STRATEGIC FINANCIAL SERVICES | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM2.8b | #Funds- | |
| Adviser HARBOURFRONT WEALTH AMERICA INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM9.2m | #Funds- |