Adviser Profile
| As of Date | 02/27/2026 |
| Registration | SEC, Approved, 04/30/2025 |
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| Former registrations | |
| ADV Location | SEVERNA PARK, MD, United States |
| Contact Info | 410 xxxxxxx |
| Websites |
| AUM* | 135,536,632 31% |
| of that, discretionary | 135,008,189 33% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 227,793 42% |
| % High Net Worth | 51.06% -3% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
135M
116M
96M
77M
58M
39M
19M
2025
2026
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker46432F842 | Stock NameISHARES TR | $ Position$21,907,762 | % Position15.00% | $ Change31.00% | # Change30.00% |
| Stck Ticker922908744 | Stock NameVANGUARD INDEX FDS | $ Position$12,747,950 | % Position9.00% | $ Change-1.00% | # Change0.00% |
| Stck Ticker922908736 | Stock NameVANGUARD INDEX FDS | $ Position$12,977,271 | % Position9.00% | $ Change5.00% | # Change1.00% |
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$8,420,561 | % Position6.00% | $ Change54.00% | # Change50.00% |
| Stck Ticker78464A854 | Stock NameSPDR SERIES TRUST | $ Position$7,293,071 | % Position5.00% | $ Change7.00% | # Change4.00% |
| Stck Ticker808524839 | Stock NameSCHWAB STRATEGIC TR | $ Position$4,286,350 | % Position3.00% | $ Change1.00% | # Change6.00% |
| Stck Ticker922908751 | Stock NameVANGUARD INDEX FDS | $ Position$5,072,380 | % Position3.00% | $ Change16.00% | # Change24.00% |
| Stck Ticker922042858 | Stock NameVANGUARD INTL EQUITY INDEX F | $ Position$3,890,910 | % Position3.00% | $ Change4.00% | # Change5.00% |
| Stck Ticker46434V613 | Stock NameISHARES TR | $ Position$5,006,981 | % Position3.00% | $ Change15.00% | # Change20.00% |
| Stck Ticker464287309 | Stock NameISHARES TR | $ Position$3,320,081 | % Position2.00% | $ Change7.00% | # Change3.00% |