| As of Date | 04/14/2026 |
| Registration | SEC, Approved, 12/16/2016 |
| ADV Location | TOWSON, MD, United States |
| Contact Info | 410 xxxxxxx |
| Websites |
| AUM* | 760,214,689 37% |
| of that, discretionary | 681,915,565 45% |
| Number of Employees | 19 19% |
| of those in investment advisory functions | 10 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 383,559 25% |
| % High Net Worth | 46.48% 12% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker78464A854 | Stock NameSPDR SERIES TRUST | $ Position$46,281,484 | % Position17.00% | $ Change27.00% | # Change11.00% |
| Stck Ticker78462F103 | Stock NameSTATE STR SPDR S&P 500 ETF T | $ Position$30,739,135 | % Position11.00% | $ Change4.00% | # Change-9.00% |
| Stck Ticker55286W504 | Stock NameMFS ACTIVE EXCHANGE TRADED F | $ Position$31,413,406 | % Position11.00% | $ Change26.00% | # Change18.00% |
| Stck Ticker025072877 | Stock NameAMERICAN CENTY ETF TR | $ Position$19,217,863 | % Position7.00% | $ Change17.00% | # Change4.00% |
| Stck Ticker78464A821 | Stock NameSPDR SERIES TRUST | $ Position$18,680,014 | % Position7.00% | $ Change18.00% | # Change1.00% |
| Stck Ticker78464A805 | Stock NameSPDR SERIES TRUST | $ Position$7,564,095 | % Position3.00% | $ Change11.00% | # Change-3.00% |
| Stck Ticker78464A102 | Stock NameSPDR SERIES TRUST | $ Position$5,116,027 | % Position2.00% | $ Change63.00% | # Change6.00% |
| Stck Ticker921078101 | Stock NameVANECK MERK GOLD ETF | $ Position$6,015,872 | % Position2.00% | $ Change-47.00% | # Change-38.00% |
| Stck Ticker025072885 | Stock NameAMERICAN CENTY ETF TR | $ Position$6,578,531 | % Position2.00% | $ Change11.00% | # Change-3.00% |
| Stck Ticker72201R833 | Stock NamePIMCO ETF TR | $ Position$4,300,290 | % Position2.00% | $ Change14.00% | # Change13.00% |