Adviser Profile

As of Date 06/08/2026
Registration SEC, Approved, 02/25/2010
Other registrations (1)
ADV Location HUDSON, OH, United States
Contact Info 330 xxxxxxx
Websites
AUM* 551,292,726 34%
of that, discretionary 550,033,664 34%
Number of Employees 7
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 947,238 14%
% High Net Worth 38.52% -7%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- 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

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

550M 471M 393M 314M 236M 157M 79M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker67066g104 Stock NameNvidia Corp. $ Position$31,746,382 % Position7.00% $ Change-10.00% # Change-3.00%
Stck Ticker594918104 Stock NameMicrosoft Corp. $ Position$21,991,800 % Position5.00% $ Change-26.00% # Change-3.00%
Stck Ticker02079k107 Stock NameAlphabet Inc. Class C $ Position$23,035,719 % Position5.00% $ Change-12.00% # Change-4.00%
Stck Ticker023135106 Stock NameAmazon.com Inc. $ Position$21,888,136 % Position5.00% $ Change-13.00% # Change-4.00%
Stck Ticker037833100 Stock NameApple Inc. $ Position$23,171,535 % Position5.00% $ Change-9.00% # Change-3.00%
Stck Ticker808524805 Stock NameSchwab International Equity ET $ Position$21,652,918 % Position5.00% $ Change15.00% # Change12.00%
Stck Ticker11135F101 Stock NameBroadcom Inc. $ Position$16,503,692 % Position4.00% $ Change-7.00% # Change4.00%
Stck Ticker92537n108 Stock NameVertiv Holdings Co Class A $ Position$16,838,475 % Position4.00% $ Change50.00% # Change-3.00%
Stck Ticker30303m102 Stock NameMeta Platforms Inc Class A $ Position$14,470,312 % Position3.00% $ Change-16.00% # Change-3.00%
Stck Ticker64110l106 Stock NameNetflix Inc. $ Position$11,758,857 % Position3.00% $ Change32.00% # Change28.00%

Brochure Summary