Adviser Profile
| As of Date | 04/22/2026 |
| Registration | SEC, 120-Day Approval, 01/01/2026 |
| ADV Location | ALEXANDRIA, VA, United States |
| Contact Info | (70 xxxxxxx |
| Websites |
| AUM* | 156,063,257 |
| of that, discretionary | 153,421,322 |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 288,472 |
| % High Net Worth | 21.63% |
| 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
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
153M
132M
110M
88M
66M
44M
22M
2026
Private Funds
No private funds