| As of Date | 09/21/2025 |
| Registration status | Terminated |
| ADV Location | COLUMBUS, OH, United States |
| Contact Info | 614 xxxxxxx |
| Websites |
| AUM* | 587,033,258 10% |
| of that, discretionary | 533,682,682 11% |
| Number of Employees | 9 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,721,505 10% |
| % High Net Worth | 65.13% 4% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
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 INLET PRIVATE WEALTH, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM608.1m | #Funds- | |
| Adviser CHECK CAPITAL MANAGEMENT INC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM2.4b | #Funds- | |
| Adviser CYPRESS POINT WEALTH MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund7.0m | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund14.3m | Other Fund- | Total Private Fund GAV35.7m | AUM1.5b | #Funds3 | |
| Adviser SOLIDARITY WEALTH, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM704.2m | #Funds- | |
| Adviser BMO FAMILY OFFICE, LLC | Hedge Fund1.4m | Liquidity Fund- | Private Equity Fund207.5m | Real Estate Fund9.8m | Securitized Asset Fund- | Venture Capital Fund278.1k | Other Fund681.1m | Total Private Fund GAV900.3m | AUM10.0b | #Funds26 | |
| Adviser GARRISON MURPHY WEALTH MANAGEMENT, LLC | Hedge Fund60.5m | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV60.5m | AUM255.1m | #Funds2 | |
| Adviser CLAYBROOK CAPITAL, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM295.8m | #Funds- | |
| Adviser INTEGRIS WEALTH MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM812.0m | #Funds- | |
| Adviser MISSION WEALTH MANAGEMENT, LP | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM17.0b | #Funds- | |
| Adviser JACKSON HOLE CAPITAL PARTNERS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.1b | #Funds- |