Adviser Profile

As of Date 03/04/2026
Registration SEC, Approved, 02/14/2022
Other registrations (1)
ADV Location BALTIMORE, MD, United States
Contact Info 410 xxxxxxx
Websites
AUM* 229,287,257 -4%
of that, discretionary 8,840,862 -88%
Number of Employees 4
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 1,014,545 5%
% High Net Worth 7.37% 41%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

220M 189M 157M 126M 94M 63M 31M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary