Adviser Profile
| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 09/09/2025 |
|
|
|
| Former registrations | |
| ADV Location | ROANOKE, VA, United States |
| Contact Info | 540 xxxxxxx |
| Websites |
| AUM* | 126,165,535 21% |
| of that, discretionary | 126,165,535 21% |
| Number of Employees | 4 100% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 295,470 10% |
| % High Net Worth | 14.83% -8% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
126M
108M
90M
72M
54M
36M
18M
2025
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name BROWN & EDWARDS CPA | Filing Date10/27/2025 | Form ADV-E View Report |
| Accounting Firm Name BROWN & EDWARDS CPA | Filing Date02/28/2025 | Form ADV-E View Report |
| Accounting Firm Name BROWN, EDWARDS & COMPANY, L.L.P | Filing Date09/13/2024 | Form ADV-E View Report |