Adviser Profile
| As of Date | 09/23/2026 |
| Registration | SEC, Approved, 09/09/2024 |
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| Former registrations | |
| ADV Location | GAITHERSBURG, MD, United States |
| Contact Info | (30 xxxxxxx |
| Websites |
| AUM* | 175,860,431 59% |
| of that, discretionary | 175,860,431 59% |
| Number of Employees | 8 33% |
| of those in investment advisory functions | 6 20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 318,012 22% |
| % High Net Worth | 26.86% 26% |
| 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
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
176M
151M
126M
100M
75M
50M
25M
2024
2025
2026
Private Funds
No private funds