| As of Date | 07/02/2026 |
| Registration | SEC, Approved, 09/26/1977 |
| ADV Location | GLEN ALLEN, VA, United States |
| Contact Info | 804 xxxxxxx |
| Websites |
| AUM* | 825,641,317 24% |
| of that, discretionary | 825,641,317 24% |
| Number of Employees | 8 |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,212,395 14% |
| % High Net Worth | 60.78% 9% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker724479100 | Stock NamePITNEY BOWES INC | $ Position$41,935,399 | % Position6.00% | $ Change41.00% | # Change-11.00% |
| Stck Ticker45867G101 | Stock NameINTERDIGITAL INC | $ Position$36,134,149 | % Position5.00% | $ Change6.00% | # Change13.00% |
| Stck Ticker389375106 | Stock NameGRAY MEDIA INC | $ Position$28,070,554 | % Position4.00% | $ Change4.00% | # Change14.00% |
| Stck Ticker20602D101 | Stock NameCONCENTRIX CORP | $ Position$24,330,518 | % Position4.00% | $ Change16.00% | # Change41.00% |
| Stck Ticker00081T108 | Stock NameACCO BRANDS CORP | $ Position$29,478,713 | % Position4.00% | $ Change41.00% | # Change1.00% |
| Stck Ticker60786M105 | Stock NameMOELIS & CO | $ Position$24,014,108 | % Position4.00% | $ Change19.00% | # Change3.00% |
| Stck Ticker65336K103 | Stock NameNEXSTAR MEDIA GROUP INC | $ Position$26,672,089 | % Position4.00% | $ Change43.00% | # Change45.00% |
| Stck Ticker682680103 | Stock NameONEOK INC NEW | $ Position$19,020,062 | % Position3.00% | $ Change0.00% | # Change4.00% |
| Stck TickerG8060N102 | Stock NameSENSATA TECHNOLOGIES HLDG PL | $ Position$17,929,855 | % Position3.00% | $ Change4.00% | # Change-23.00% |
| Stck Ticker829242106 | Stock NameSINCLAIR INC | $ Position$20,077,993 | % Position3.00% | $ Change19.00% | # Change8.00% |