| As of Date | 08/25/2026 |
| Registration | SEC, Approved, 05/06/2025 |
| ADV Location | ARLINGTON, VA, United States |
| Contact Info | 703 xxxxxxx |
| Websites |
| AUM* | 466,939,172 9% |
| of that, discretionary | 15,644,790 100% |
| Number of Employees | 4 100% |
| of those in investment advisory functions | 4 100% |
| Private Fund GAV* | 23,954,626 |
| Avg Account Size | 58,367,397 -18% |
| % High Net Worth | 66.67% -17% |
| SMA’s | No |
| Private Funds | 1 1 |
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| Count | GAV | |
|---|---|---|
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