Adviser Profile
| As of Date | 02/09/2026 |
| Registration | SEC, Approved, 01/26/2017 |
| ADV Location | MCLEAN, VA, United States |
| Contact Info | 703 xxxxxxx |
| Websites |
| AUM* | 218,325,543 13% |
| of that, discretionary | 218,325,543 13% |
| Number of Employees | 7 17% |
| of those in investment advisory functions | 5 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,399,523 228% |
| % High Net Worth | 46.15% -7% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
230M
197M
164M
132M
99M
66M
33M
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds