| As of Date | 03/11/2026 |
| Registration | SEC, Approved, 05/19/2022 |
|
|
|
| ADV Location | WOODBINE, MD, United States |
| Contact Info | 240 xxxxxxx |
| Websites |
| AUM* | 186,574,770 44% |
| of that, discretionary | 180,747,168 39% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 484,610 16% |
| % High Net Worth | 24.45% -10% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds