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Institutional / Pension Advisor · Boutique (under $100M)
CRD 289136
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ADV data as of Nov 21, 2025
- Regulatory AUM
- $26.8M
- Discretionary
- $26.8M
- Clients
- 47
- Avg AUM / client
- $570K
- Accounts
- 7
- Employees
- 3
AUM over time
$60.0K
$26.8M
Mar 29, 2021
Nov 21, 2025
Reported AUM from Form ADV filings, plotted by filing date · as of Nov 21, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 47 | $26.8M | 100.0% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
- • Other fees
- • PERCENTAGE OF PLAN ASSETS
Services
- • Pension consulting services
Custody
Reported custodians
- Fidelity Management Trust Company $23.1M (86% of AUM) Nov 2025
- Standard Insurance Company $950K (5% of AUM) Mar 2023
- Lt Trust Company $275K (2% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Nov 21, 2025.