Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 03/30/2001
ADV Location WHEELING, WV, United States
Contact Info 304 xxxxxxx
AUM* 892,606,781 6%
of that, discretionary 892,606,781 6%
Number of Employees 13 -13%
of those in investment advisory functions 13 -13%
Private Fund GAV* 0
Avg Account Size 148,767,797 6%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1B 900M 750M 600M 450M 300M 150M
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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