| As of Date | 03/04/2026 |
| Registration | SEC, Approved, 08/02/2021 |
| ADV Location | MCLEAN, VA, United States |
| Contact Info | 703 xxxxxxx |
| Websites |
| AUM* | 1,078,990,787 298% |
| of that, discretionary | 11,893,329 -96% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 9,222,143 145% |
| % High Net Worth | 0.97% 100% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds