Adviser Profile
| As of Date | 02/28/2026 |
| Registration status | Terminated |
| ADV Location | CULPEPER, VA, United States |
| Contact Info | 540 xxxxxxx |
| Websites |
| AUM* | 128,434,865 25% |
| of that, discretionary | 125,708,014 26% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 256,870 20% |
| % High Net Worth | 16.73% 14% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
126M
108M
90M
72M
54M
36M
18M
2024
2025
Private Funds
No private funds