Growing AUM Independent SEC-registered advisory with approximately $333 million in regulatory assets under management as of 12/31/2019, indicating potential for incremental new client wins among high-net-worth individuals or institutions seeking outsourced investment management.

Niche Market Based in St. Louis with a focus on investment management services; potential to expand regional services or partner with local wealth managers, families, and small institutions seeking differentiated, ethics-driven advisory partnerships.

Active Portfolio Recent stakes across diverse asset classes including Entravision Communications, Avino Silver & Gold Mines, Sequans Communications, Perpetua Resources, SPDR S&P Fossil Fuel Reserves Free ETF, Build-A-Bear Workshop suggest openness to thematic and commodity/retail exposure; opportunities to cross-sell specialized512 products or strategy licenses to clients seeking customized exposure.

Tech Stack Utilizes familiar tools (WordPress, MySQL, PHP, Apache) and security-focused email protection; potential fit for services that enhance client portal experiences, data security, and digital marketing collaborations to attract digital-first investors.

Growth Opportunities Revenue range indicates mid-market scale with substantial headroom for advisory expansion, family offices, and registered investment advisory (RIA) partnerships; sales focus on onboarding complements such as ESG, alternative strategies, or outsourced CIO services to increase wallet share.