| As of Date | 03/23/2026 |
| Registration | SEC, Approved, 08/04/2005 |
| ADV Location | WHEELING, WV, United States |
| Contact Info | 304 xxxxxxx |
| Websites |
| AUM* | 2,306,284,068 2% |
| of that, discretionary | 2,240,812,189 5% |
| Number of Employees | 32 -33% |
| of those in investment advisory functions | 27 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 577,437 33% |
| % High Net Worth | 51.40% 80% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date10/21/2025 | Form ADV-E View Report |
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date07/26/2024 | Form ADV-E View Report |
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date09/27/2023 | Form ADV-E View Report |
| 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 STAKEHOLDERS CAPITAL | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM145.7m | #Funds- | |
| Adviser DIVERSIFIED, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.6b | #Funds- | |
| Adviser MEDIQUS ASSET ADVISORS, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.5b | #Funds- | |
| Adviser CLARO ADVISORS INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund3.7m | Total Private Fund GAV3.7m | AUM1.4b | #Funds1 | |
| Adviser WAVERLY ADVISORS, LLC | Hedge Fund178.2k | Liquidity Fund- | Private Equity Fund1.5b | Real Estate Fund236.4m | Securitized Asset Fund- | Venture Capital Fund- | Other Fund202.0m | Total Private Fund GAV2.0b | AUM29.9b | #Funds24 | |
| Adviser WAMBOLT & ASSOCIATES, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM586.8m | #Funds- | |
| Adviser VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM190.8m | #Funds- | |
| Adviser WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM918.6m | #Funds- | |
| Adviser STEELPEAK WEALTH, LLC | Hedge Fund6.0m | Liquidity Fund- | Private Equity Fund11.6m | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund7.9m | Total Private Fund GAV25.4m | AUM4.1b | #Funds5 | |
| Adviser HHM WEALTH ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.5b | #Funds- |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker25434V203 | Stock NameDIMENSIONAL ETF TRUST | $ Position$155,543,217 | % Position8.00% | $ Change4.00% | # Change3.00% |
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$133,539,689 | % Position7.00% | $ Change4.00% | # Change1.00% |
| Stck Ticker316188309 | Stock NameFIDELITY MERRIMACK STR TR | $ Position$109,279,679 | % Position6.00% | $ Change-2.00% | # Change3.00% |
| Stck Ticker25434V302 | Stock NameDIMENSIONAL ETF TRUST | $ Position$91,599,285 | % Position5.00% | $ Change-1.00% | # Change1.00% |
| Stck Ticker464287226 | Stock NameISHARES TR | $ Position$62,178,347 | % Position3.00% | $ Change-4.00% | # Change1.00% |
| Stck Ticker464287622 | Stock NameISHARES TR | $ Position$67,403,044 | % Position3.00% | $ Change-34.00% | # Change-35.00% |
| Stck Ticker464287119 | Stock NameISHARES TR | $ Position$32,336,610 | % Position2.00% | $ Change-1.00% | # Change-1.00% |
| Stck Ticker464289446 | Stock NameISHARES TR | $ Position$47,780,902 | % Position2.00% | $ Change385.00% | # Change372.00% |
| Stck Ticker921909768 | Stock NameVANGUARD STAR FDS | $ Position$43,127,962 | % Position2.00% | $ Change-3.00% | # Change-2.00% |
| Stck Ticker921943858 | Stock NameVANGUARD TAX-MANAGED FDS | $ Position$37,366,300 | % Position2.00% | $ Change-1.00% | # Change0.00% |