Adviser Profile
| As of Date | 02/11/2026 |
| Registration | SEC, Approved, 03/28/2025 |
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| Former registrations | |
| ADV Location | FREDERICK, MD, United States |
| Contact Info | 301 xxxxxxx |
| Websites |
| AUM* | 162,404,904 26% |
| of that, discretionary | 162,404,904 26% |
| Number of Employees | 9 13% |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,376,313 16% |
| % High Net Worth | 45.76% 43% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
162M
139M
116M
93M
70M
46M
23M
2025
2026
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$7,416,937 | % Position12.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker921943858 | Stock NameVANGUARD TAX-MANAGED FDS | $ Position$6,410,739 | % Position10.00% | $ Change17.00% | # Change5.00% |
| Stck Ticker78464A854 | Stock NameSPDR SERIES TRUST | $ Position$4,718,938 | % Position8.00% | $ Change13.00% | # Change-2.00% |
| Stck Ticker46138G649 | Stock NameINVESCO EXCH TRADED FD TR II | $ Position$4,201,352 | % Position7.00% | $ Change29.00% | # Change1.00% |
| Stck Ticker808524839 | Stock NameSCHWAB STRATEGIC TR | $ Position$4,406,979 | % Position7.00% | $ Change-1.00% | # Change0.00% |
| Stck Ticker922908652 | Stock NameVANGUARD INDEX FDS | $ Position$3,287,402 | % Position5.00% | $ Change20.00% | # Change0.00% |
| Stck Ticker922908363 | Stock NameVANGUARD INDEX FDS | $ Position$2,348,803 | % Position4.00% | $ Change32.00% | # Change14.00% |
| Stck Ticker46434G764 | Stock NameISHARES INC | $ Position$2,339,179 | % Position4.00% | $ Change31.00% | # Change1.00% |
| Stck Ticker464288588 | Stock NameISHARES TR | $ Position$2,474,426 | % Position4.00% | $ Change2.00% | # Change2.00% |
| Stck Ticker46432F339 | Stock NameISHARES TR | $ Position$2,818,980 | % Position4.00% | $ Change15.00% | # Change0.00% |