| As of Date | 02/27/2026 |
| Registration | SEC, Approved, 02/03/2025 |
| ADV Location | RICHMOND, VA, United States |
| Contact Info | 804 xxxxxxx |
| Websites |
| AUM* | 385,729,154 16% |
| of that, discretionary | 385,729,154 16% |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 512,257 10% |
| % High Net Worth | 34.88% 5% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds