| As of Date | 03/19/2026 |
| Registration | SEC, Approved, 03/20/2026 |
| ADV Location | FAIRFAX, VA, United States |
| Contact Info | 508 xxxxxxx |
| Websites |
| AUM* | 400,000,000 |
| of that, discretionary | 400,000,000 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 200,000,000 |
| SMA’s | No |
| Private Funds | 0 |
- Corporations or other businesses not listed above
- Portfolio management for businesses
- Educational seminars/workshops
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Performance-based fees
No private funds