| As of Date | 04/08/2026 |
| Registration | SEC, Approved, 12/18/2019 |
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| ADV Location | HUNT VALLEY, MD, United States |
| Contact Info | (41 xxxxxxx |
| Websites |
| AUM* | 735,572,235 24% |
| of that, discretionary | 712,632,103 22% |
| Number of Employees | 18 -5% |
| of those in investment advisory functions | 10 -9% |
| Private Fund GAV* | 0 |
| Avg Account Size | 275,805 14% |
| % High Net Worth | 16.29% 9% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name DEMARCO SCIACCOTTA WILKENS & DUNLEAVY, LLP | Filing Date01/22/2026 | Form ADV-E View Report |
| Accounting Firm Name DEMARCO SCIACCOTTA WILKENS & DUNLEAVY, LLP | Filing Date10/28/2024 | Form ADV-E View Report |
| Accounting Firm Name DEMARCO SCIACCOTTA WILKENS & DUNLEAVY, LLP | Filing Date07/24/2023 | Form ADV-E View Report |