| As of Date | 09/16/2026 |
| Registration | SEC, Approved, 11/26/2024 |
| ADV Location | VIRGINIA BEACH, VA, United States |
| Contact Info | 757 xxxxxxx |
| Websites |
| AUM* | 136,405,284 29% |
| of that, discretionary | 123,587,137 73% |
| Number of Employees | 5 67% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 212,139 3% |
| % High Net Worth | 9.29% -18% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
No private funds