Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 02/09/1996
ADV Location NEW ALBANY, OH, United States
Contact Info 614 xxxxxxx
AUM* 453,724,871 31%
of that, discretionary 451,709,642 31%
Number of Employees 9 13%
of those in investment advisory functions 4 33%
Private Fund GAV* 0
Avg Account Size 1,477,931 -56%
% High Net Worth 20.35% 6%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

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

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

452M 387M 323M 258M 194M 129M 65M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary