Universe · entity

RESEARCH & PORTFOLIO MANAGEMENT

RIA / family office (Form ADV) · CRD 157609
Form ADV profile

AUM: $161M

Location: CRESCENT SPRINGS, KY

Disclosure: fee_only

Full ADV on IAPD ↗

Source: iapd_form_adv · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.