| As of Date | 01/28/2026 |
| Registration | SEC, Approved, 05/07/2018 |
| ADV Location | RICHMOND, VA, United States |
| Contact Info | 804 xxxxxxx |
| AUM* | 529,431,293 13% |
| of that, discretionary | 204,792,593 70% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 11,264,496 -11% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pension and profit sharing plans
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
No private funds