Adviser Profile

As of Date 10/09/2026
Registration SEC, Approved, 01/24/2024
Other registrations (1)
ADV Location BETHESDA, MD, United States
Contact Info 202 xxxxxxx
Websites
AUM* 235,250,991 -17%
of that, discretionary 235,250,991 -17%
Number of Employees 4 33%
of those in investment advisory functions 4 100%
Private Fund GAV* 0
Avg Account Size 819,690 -42%
% High Net Worth 72.47% 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
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

282M 242M 201M 161M 121M 81M 40M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker037833100 Stock NameAPPLE INC $ Position$17,815,015 % Position9.00% $ Change14.00% # Change-1.00%
Stck Ticker78468R523 Stock NameSPDR SERIES TRUST $ Position$14,699,398 % Position7.00% $ Change12.00% # Change12.00%
Stck Ticker02079K305 Stock NameALPHABET INC $ Position$8,142,769 % Position4.00% $ Change-1.00% # Change2.00%
Stck Ticker02079K107 Stock NameALPHABET INC $ Position$7,870,072 % Position4.00% $ Change-3.00% # Change0.00%
Stck Ticker88262P102 Stock NameTEXAS PACIFIC LAND CORPORATI $ Position$7,561,551 % Position4.00% $ Change-25.00% # Change0.00%
Stck Ticker478160104 Stock NameJOHNSON & JOHNSON $ Position$6,698,797 % Position3.00% $ Change4.00% # Change-1.00%
Stck Ticker02209S103 Stock NameALTRIA GROUP INC $ Position$5,671,408 % Position3.00% $ Change-4.00% # Change2.00%
Stck Ticker514952100 Stock NameLANDBRIDGE COMPANY LLC $ Position$5,597,903 % Position3.00% $ Change2.00% # Change0.00%
Stck Ticker46641Q837 Stock NameJ P MORGAN EXCHANGE TRADED F $ Position$4,948,802 % Position2.00% $ Change6.00% # Change6.00%
Stck Ticker12572Q105 Stock NameCME GROUP INC $ Position$4,806,023 % Position2.00% $ Change23.00% # Change4.00%

Brochure Summary