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T•• W••••• P•••••••

Outsourced family office provider· Maumee, OH

Outsourced family office provider, based in Maumee, OH.

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

Decision makers
1 of 58
The office's site, Form ADV Schedule A and filings
Regulatory AUM
$5.7B
Form ADV, Item 5.F
Last deployment
Aug 2026
The latest dated investment or commitment on record
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1 export, up to 59 contact reveals
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Mandate
As of · the latest observation of this office; filed figures carry their own filing dates

What matters now

  1. $735M → $919M
    13F book

    Public book $735M to $919M from Q1 2026 to Q2 2026 (+25%).

    Q2 2026 · A position opened, cut or closed is a decision the office made this quarter.

    FactSEC Form 13F, Q1 2026 and Q2 2026P••••• h••••••• →
Readings, classification basis and verificationidentity confidence 90% · 101 observations · 4 sourcesShow
Outsourced family office providerVerified Sep 13, 2026 (9 days ago)58 people · 0 investments · 65 public positions · 54 events

Why this class: T•• W••••• P••••••• is a $5.7B wealth management firm that sells wealth planning and family office services to client families..

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 53% (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
Maumee, OH
Office address
••• Locked
Business phone
••• Locked
Website
t••••••••.com
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$965,196 across 1 related private foundation, per the IRS master file; the foundation's assets, not the office'sFact
Capital scale
Reported office AUM: unknown. 13F disclosed value $919M. Regulatory AUM $5.7B. Related foundation assets $965,196. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$5.7B as of Apr 24, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since May 28, 2003 · 67 employeesFact
Client mix (Form ADV 5.D)
Individuals: 895 ($270M); Corporations: 19 ($88.1M); Pension plans: 125 ($443M); Charitable organizations: 27 ($179M); High net worth individuals: 920 ($4.7B)Fact
Form 13F
$919M across 65 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 13, 2026Outsourced family office provider 90%T•• W••••• P••••••• is a $5.7B wealth management firm that sells wealth planning and family office services to client families.Factverifiedt••••••••.com“••• Locked”
  • Sep 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('family office services & financial consulting services')Inference
Team
58 people, 1 with investment decisions, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
A•••••• S•••••••Chief Investment OfficerChief investment officer · investment decisionsnone on record
M•••••• D•••• S•••••••Chief Investment OfficerChief investment officer · investment decisionsnone on record
B•••• F••••••PresidentLeadership
phone: ••• Locked (published by the subject, Nov 12, 2024)
B•••• F••••••Chief Compliance OfficerOperations and finance
phone: ••• Locked (published by the subject, Nov 12, 2024)
sec.gov Fact
Z••• C••••Chief Compliance OfficerOperations and finance
phone: ••• Locked (published by the subject, Aug 10, 2026)
sec.gov Fact
Full team · 58 peopledecision makers first
PersonTitleResponsibilityBusiness contactSource
B•••• M•••••• F••••••PresidentLeadershipnone on record
B•••• C•••••••••Family Wealth Strategist | PartnerLeadershipnone on record
C•••• W••••••Director of Retirement Plan ServicesLeadershipnone on record
C••••••••• E• E••••••CEO | PartnerLeadershipnone on record
C••••••••• E••••• E••••••Chief Executive OfficerLeadershipnone on record
C••••• R• D•••Founder and Member | PartnerLeadershipnone on record
D•••• S••••••Managing DirectorLeadershipnone on record
D••••• S••••Director of Estate PlanningLeadershipnone on record
J•••• R••••• H••••••Executive Vice PresidentLeadershipnone on record
J•• H••••••Executive Vice PresidentLeadershipnone on record
K•••••• R••••••Director of Human ResourcesLeadershipnone on record
M•••• C••••••Family Wealth Strategist | PartnerLeadershipnone on record
M••• L••••Chief Marketing Officer | PartnerLeadershipnone on record
N••• S•••••••••Director of Financial PlanningLeadershipnone on record
N•••• D•••••Sr. Client Experience Coordinator | PartnerLeadershipnone on record
R•• R••••Referral PartnerLeadershipnone on record
S•••••••• S•••••••••Family Wealth Strategist | PartnerLeadershipnone on record
S••••• J• S•••••••Director, HoustonLeadershipnone on record
T•• S•••••••••Family Wealth Strategist | PartnerLeadershipnone on record
A••••• S•••••••Client Operations SpecialistOperations and financenone on record
C•••••••• W•••••Sr. Client Operations SpecialistOperations and financenone on record
E•••••••• D••••ControllerOperations and financenone on record
J•• C•••••••FinTech Operations SpecialistOperations and financenone on record
L•••••• F•••••Director of Client Operations | PartnerOperations and financenone on record
M••• W•••••Client Operations SpecialistOperations and financenone on record
N••• B••••Trading and Portfolio AdministratorOperations and financenone on record
N••••• N••••Client Operations SpecialistOperations and financenone on record
Z••• D•••• C••••Chief Compliance OfficerOperations and financenone on record
A•••• C•••••Family Wealth AdviserOthernone on record
A••••• B••••••Strategist CoordinatorOthernone on record
A••••• S•••••••Family Wealth AdviserOthernone on record
A••• B•••••••Family Wealth AssociateOthernone on record
B••••• F••••Executive CoordinatorOthernone on record
C••• K•••••••Sr. Trade & Portfolio SpecialistOthernone on record
D••••• B••••Executive Assistant to S••••• J• S•••••••, CFP®Othernone on record
J••• C•••••Family Wealth StrategistOthernone on record
J•••• M•••••••Family Wealth AssociateOthernone on record
J••• D••••••Family Wealth AssociateOthernone on record
J•••• E•••••••••Family Wealth AdviserOthernone on record
J•• K••••Family Wealth AssociateOthernone on record
J••••• C••••Family Wealth AdviserOthernone on record
K•••• O••Strategist CoordinatorOthernone on record
K•••••• R•••••Sr. Family Wealth AssociateOthernone on record
L••• R••••Family Wealth AssociateOthernone on record
M•••••• S•••••••Family Wealth AdviserOthernone on record
M•••••• M•••• H••••••Wealth AdviserOthernone on record
M•••••• S• M•••••Family Wealth AdviserOthernone on record
M••••••• S•••••••Sr. Family Wealth AssociateOthernone on record
M••• R••••••Retirement Plan AdviserOthernone on record
M••••• M••••••••Strategist CoordinatorOthernone on record
N••••• A•••Family Wealth AdviserOthernone on record
S•••• S••••••Family Wealth AdviserOthernone on record
Z•• K•••Family Wealth AssociateOthernone on record
Office contact points
Business phone: ••• Locked (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) adviserinfo.sec.gov
W••••••: ••• Locked (published by the subject) t••••••••.com
Signals and timeline
2show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 2 events. 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
$735M 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
40 positionsshow
Form 13F holdings

Top 40 positions of 65 for the quarter ended Jun 30, 2026; $907M shown of $919M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
V••••••• T••••••••• F••VAN FTSE DEV MKT$302M4,233,27632.8%
D••••••••• E•• T••••US COR EQU 2 ETF$253M5,711,32427.6%
D••••••••• E•• T••••I••• CORE EQUITY$38.0M1,020,2654.1%
I•••••• T•RUS 1000 ETF$36.9M90,2164.0%
D••••••••• E•• T••••US MKTWIDE VALUE$30.4M553,0553.3%
V••••••• M•••••• F••CORE BD ETF$29.1M376,9243.2%
D••••••••• E•• T••••US TARGETED VLU$26.7M381,7202.9%
J• P• M••••• E••••••• T••••• F•ULTRA SHT MUNCPL$25.1M492,2342.7%
S•••• S•• S••• S•• 5•• E•• T•TR UNIT$15.2M20,3621.7%
V••••••• I•••• F••REAL ESTATE ETF$14.3M148,2711.6%
All 40 positionslargest value first
IssuerClassValueSharesWeight
I•••••• T•CORE S&P SCP ETF$13.7M92,4521.5%
D••••••••• E•• T••••EMERGING MKTS CO$13.7M336,3731.5%
D••••••••• E•• T••••US SMALL CAP ETF$10.1M123,2581.1%
V••••••• I•••• F••S&P 500 ETF SHS$9.7M14,1421.1%
I•••••• T•RUS 1000 GRW ETF$9.1M73,5681.0%
V••••••• M•• B• F••CORE TAX EXEMPT$8.8M115,0641.0%
V••••••• B• I•••• F••TOTAL BND MRKT$7.5M102,0160.8%
I•••••• T•RUSSELL 2000 ETF$6.1M20,2110.7%
V••••••• S••• F••VG TL I••• STK F$5.5M64,1660.6%
I•••••• T•CORE S&P500 ETF$5.1M6,8110.6%
I•••••• T•CORE S&P TTL STK$5.0M30,3890.5%
V••••••• I••• E••••• I•••• F•FTSE EMR MKT ETF$4.2M70,5510.5%
V••••••• I•••• F••TOTAL STK MKT$3.6M9,7090.4%
J• P• M••••• E••••••• T••••• F•ULTRA SHRT ETF$3.5M70,0520.4%
A••••••• C•••• E•• T•I••• EQT ETF$3.5M39,5240.4%
V••••••• I•••• I•••• F•0 3 MO TR BI ETF$3.5M45,8040.4%
I•••••• I••CORE MSCI EMKT$2.6M31,1770.3%
I•••••• T•IBONDS DEC2026$2.4M100,6040.3%
V••••••• I•••• I•••• F•ULTR SHOR TR ETF$2.2M29,1140.2%
A••• E•• T•ALERIAN ENERGY$1.9M51,1210.2%
I•••••• T•MSCI ACWI ETF$1.9M11,7930.2%
V••••••• B• I•••• F••V••••••• ULTRA$1.8M36,2510.2%
D••••••••• E•• T••••INTERNATNAL VAL$1.8M33,2140.2%
S••••• S•••••••• T•I••• EQTY ETF$1.8M64,0750.2%
I•••••• T•MSCI EAFE ETF$1.6M15,0170.2%
I•••••• T•RUS 1000 VAL ETF$1.5M6,0810.2%
D••••••••• E•• T••••US REAL ESTA ETF$1.4M51,8420.1%
A••••••• C•••• E•• T•AVANTIS EMGMKT$1.1M11,3230.1%
I•••••• I••MSCI EMRG CHN$1.1M10,5950.1%
A••••••• C•••• E•• T•US EQT ETF$1.0M8,1080.1%
Changes between the last two quarters
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
All 25 changes
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Dec 31, 2025 ••• Locked sec.gov
  • Dec 31, 2025 ••• Locked sec.gov
  • Dec 31, 2025 ••• Locked sec.gov
  • Dec 31, 2025 ••• Locked sec.gov
  • Dec 31, 2025 ••• 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
3show
Sources and evidence
108show

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. 108 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+20 v••••••• b••••••• p••••• (2)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (4 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (4 sources)
+30 a•••••••••
Research priority
+19 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($5,660,890,692)
+0 r••• (924)
Mandate confidence
no components; scored 0
Identity confidence
+90 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 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 108 observations
FactValueEffectiveSourceClass
Form ADV firm typeRIAApr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalservices_d•••••••••Apr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-04-24Apr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other services (Form ADV)FAMILY OFFICE SERVICES & FINANCIAL CONSULTING SERVICESApr 24, 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, pension consulting, selection of other advisers, otherApr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedApr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2003-05-28Apr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices15Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices15Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices15Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices15Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone••• LockedApr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients920Apr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D)Individuals: clients: 895; RAUM usd: 269,583,913; Fewer than 5: no; Corporations: clients: 19; RAUM usd: 88,052,888; Fewer than 5: no; Pension plans: clients…Apr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Description••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t••••••••.comFact
Description••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t••••••••.comFact
Employees67Apr 24, 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
Filing address••• LockedSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2024SEC 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
13F filerYSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2024SEC 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
Other managers on 13F0Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2024SEC 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
Latest 13F quarter2025-09-30Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-09-30Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-06-30Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-03-31Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions65Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions72Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions51Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions50Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions42Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions39Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions10Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions37Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions49Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions790Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$919MJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$735MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$668MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$613MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$568MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$504MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$211MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$545MSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$511MJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$516MMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMaumee, OHJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMaumee, OHApr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersMaumee, OHMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMaumee, OHDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMaumee, OHSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMaumee, OHJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMaumee, OHMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMaumee, OHDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMaumee, OHSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMaumee, OHJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMaumee, OHMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formLimited Liability CompanyApr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address••• LockedApr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office type (stated)Outsourced family officeSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t••••••••.comFact
Office type (stated)Outsourced family office
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) t••••••••.comFact
Private funds advised0Apr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Apr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Accounts (Form ADV)5,341Apr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HNW client assets (Form ADV)$4.7BApr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Regulatory AUM (Form ADV)$5.7BApr 24, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows7Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Sectorfinancial servicesSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t••••••••.comInference
Team page url••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t••••••••.comFact
Website••• Locked
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) t••••••••.comFact
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t••••••••.comFact
Website robotsdisallowedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) x.comFact
Website title••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t••••••••.comFact

Not yet on record: direct investments.