Adviser Profile
| As of Date | 03/17/2026 |
| Registration | SEC, Approved, 04/23/2025 |
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| Former registrations | |
| ADV Location | CHEVY CHASE, MD, United States |
| Contact Info | 240 xxxxxxx |
| Websites |
| AUM* | 265,400,000 26% |
| of that, discretionary | 261,200,000 26% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,411,702 11% |
| % High Net Worth | 72.50% 4% |
| 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
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
261M
224M
187M
149M
112M
75M
37M
2025
2026
Private Funds
No private funds