The office, people and counterparty names on this page are hidden. Create a free account to reveal 5 records a month, or get Family Office Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

G••••••••• W•••••• L••

Outsourced family office providerNot hand-verified in 180 days· Madeira, OH

Outsourced family office provider, based in Madeira, OH.

Composed from this office's classification, location and record.

Regulatory AUM
$308M
Form ADV, Item 5.F
Last deployment
Aug 2026
The latest dated investment or commitment on record
Contact the teamFind similar offices
1 export, up to 2 contact reveals
More
Mandate
As of · the latest observation of this office; filed figures carry their own filing dates

Nothing material in the last 365 days. Last change: 11 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 60% · 61 observations · 4 sourcesShow
Outsourced family office providerNot yet hand-verified1 people · 0 investments · 36 public positions · 6 events

Why this class: registered adviser offering family office services among its advisory services ('tax compliance & planning, investment planning & management,').

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Profile completeness 50% (medium value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Outsourced family office provider
Description
••• Locked
Headquarters
Madeira, OH
Office address
••• Locked
Business phone
••• Locked
Website
g•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $105M. Regulatory AUM $308M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$308M as of Mar 30, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Nov 24, 2014 · 10 employeesFact
Client mix (Form ADV 5.D)
Individuals: 27 ($9.4M); High net worth individuals: 52 ($298M)Fact
Form 13F
$105M across 36 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('tax compliance & planning, investment planning & management,')Inference
Team
1 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
P••••• C••••CEO/CCOLeadership
phone: ••• Locked (published by the subject, Aug 11, 2026)
sec.gov Fact
Office contact points
Business phone: ••• Locked (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) sec.gov
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) adviserinfo.sec.gov
Signals and timeline
1show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 event. 13F position changes are under Public stakes and holdings.

Investment mandate
show

••• Locked

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Public equity book
$103M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
36 positionsshow
Form 13F holdings

Top 36 positions of 36 for the quarter ended Jun 30, 2026; $105M shown of $105M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
D••••••••• E•• T••••US COR EQU 2 ETF$31.9M719,63530.3%
D••••••••• E•• T••••WORLD EX US CORE$17.6M478,75516.7%
A••••••• C•••• E•• T•US EQT ETF$12.6M98,58412.0%
V••••••• I•••• F••TOTAL STK MKT$8.0M21,7377.6%
A••••••• C•••• E•• T•US SML CP VALU$4.3M34,7784.1%
D••••••••• E•• T••••US TARGETED VLU$3.7M52,3353.5%
V••••••• M•••••• F••STRM INFPROIDX$3.0M59,4602.8%
D••••••••• E•• T••••US MKTWIDE VALUE$2.9M52,2452.7%
D••••••••• E•• T••••INTL HIGH PROFIT$2.4M70,8802.3%
D••••••••• E•• T••••US SMALL CAP ETF$2.2M26,4982.1%
All 36 positionslargest value first
IssuerClassValueSharesWeight
V••••••• T••••••••• F••VAN FTSE DEV MKT$2.1M28,8882.0%
V••••••• I•••• F••MCAP GR IDXVIP$1.6M5,3851.6%
V••••••• I•••• F••GROWTH ETF$1.4M16,7281.4%
V••••••• I•••• F••S&P 500 ETF SHS$1.1M1,6021.0%
P•••••• • G••••• C•COM$1.0M7,1221.0%
I•••••• T•CORE S&P500 ETF$966,0691,2900.9%
D••••••••• E•• T••••INTL SMALL CAP V$931,70323,2170.9%
D••••••••• E•• T••••NATL MUN BD ETF$898,93518,5980.9%
I•••••• T•CORE MSCI EAFE$872,1189,0300.8%
V••••••• B• I•••• F••SHORT TRM BOND$859,73711,0350.8%
N••••• C•••••••••COM$412,5862,0620.4%
D••••••••• E•• T••••INTERNATNAL VAL$401,4897,4320.4%
C••••••••• F••• C•••COM$399,3472,1570.4%
I•••••• T•SHRT NAT MUN ETF$395,6433,7160.4%
S••••• S•••••••• T•US BRD MKT ETF$373,90312,9110.4%
A•••• I••COM$366,0411,2650.3%
A••••••• C•••• E•• T•AVANTIS EMGMKT$341,9613,5440.3%
C••••• W•••••••• C•••••••••COM$329,2213520.3%
I•••••• T•CORE S&P SCP ETF$251,6831,6970.2%
D••••••••• E•• T••••US HIGH PROF ETF$234,1335,6110.2%
A••••• C•• I••COM$231,4299710.2%
D••••••••• E•• T••••CORE FIXE IN ETF$226,4155,3640.2%
I•••••• T•RUSSELL 2000 ETF$225,3387500.2%
M••• P•••••••• I••CL A$208,9813710.2%
B•••••••• H••••••• I•• D••CL B NEW$204,6604090.2%
A••••••• E•••••• C•COM$204,3036040.2%
Changes between the last two quarters
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
Real estate
show
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
show
Sources and evidence
61show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 61 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 day)
Contactability
+15 n•••• d••••••••• (P••••• C•••• (CEO/CCO))
+20 v••••••• b••••••• p••••• (2)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
Research priority
+12 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($307,757,115)
+0 r••• (1774)
Mandate confidence
no components; scored 0
Identity confidence
+60 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+25 a• s••••••••• f••• w••••• 1• m••••• (1 day)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 61 observations
FactValueEffectiveSourceClass
Form ADV firm typeRIAMar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalServices descriptionMar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-03-30Mar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)Altiora Group, LLC | G••••••••• W•••••• L••Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)Altiora Group, LLC | G••••••••• W•••••• L••Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)Altiora Group, LLC | G••••••••• W•••••• L••Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)Altiora Group, LLC | G••••••••• W•••••• L••Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other services (Form ADV)••• LockedMar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Advisory services (Form ADV 5.G)Financial planning, portfolio management individuals, portfolio management businesses institutions, otherMar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedMar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2014-11-24Mar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone••• LockedMar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients52Mar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D)Individuals: Clients: 27; RAUM usd: 9,429,475; Fewer than 5: no; High net worth individuals: Clients: 52; RAUM usd: 298,327,640; Fewer than 5: noMar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Description••• LockedSep 21, 2026The office in its own words (description and investment thesis from its home, about, approach and criteria pages) g•••••••••.comFact
Employees10Mar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Filing address••• LockedJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-06-30Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions36Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions29Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions28Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$105MJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$103MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$97.7MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMadeira, OHJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMadeira, OHMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersCincinnati, OHMar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersMason, OHDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formLimited Liability CompanyMar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address••• LockedMar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds advised0Mar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Mar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Accounts (Form ADV)360Mar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HNW client assets (Form ADV)$298MMar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Regulatory AUM (Form ADV)$308MMar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Website••• LockedMar 30, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Website statusunreachableSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Website statusunreachableSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Website statusunreachableSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Website statusunreachableSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Website statusunreachableSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Website statusunreachableSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact

Not yet on record: direct investments, decision makers.