DFX Intelligence

This firm's name, 7 more advisory clients and 37 more Schedule C rows

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Investment consultant in Ohio

unclassified· OH

unclassified

This firm's name, 7 more advisory clients and 37 more Schedule C rows

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

n/a

Item 5.D

ADV institutional RAUM

Not disclosed

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

Not disclosed

Item 5.F

Advisory clients

10 allocators

Lancaster Colony Legacy Pension Plan Investment adviser (plan)through Jun 30, 2025 Form 5500
Scripps Pension Plan (journal Publishing Company) Pension consultantthrough Dec 31, 2024 Form 5500
Scripps/journal Pension Plan (albuquerque Publishi Pension consultantthrough Dec 31, 2022 Form 5500

+7 more advisory clients

Every name, record and relationship behind this count, with the source on each.

40 rows, $2.0M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Scripps/journal Pension Plan	2024	17 50	CONSULTANT	$124,032
Greif Pension Plan	2024	17 27 50	NONE	$122,514
Pension Plan of North Carolina Baptist Hospital	2024	17 50	NONE	$91,530

+37 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.