| As of Date | 03/16/2026 |
| ADV Location | CINCINNATI, OH, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Registration | SEC, Approved, 09/07/1976 |
| AUM* | 286,285,816 11% |
| of that, discretionary | 260,888,671 9% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,389,737 13% |
| % High Net Worth | 67.78% 1% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 513 xxxxxxx |
- 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
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds