| As of Date | 02/26/2026 |
| Registration | SEC, Approved, 07/25/2024 |
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| ADV Location | CHARLOTTESVILLE, VA, United States |
| Contact Info | (43 xxxxxxx |
| Websites |
| AUM* | 116,420,349 14% |
| of that, discretionary | 116,420,349 17% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 412,838 18% |
| % High Net Worth | 43.96% 20% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds