| As of Date | 02/18/2026 |
| Registration | SEC, Approved, 03/24/1986 |
| ADV Location | BALTIMORE, MD, United States |
| Contact Info | 410 xxxxxxx |
| Websites |
| AUM* | 232,510,350 19% |
| of that, discretionary | 232,510,350 19% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,921,573 21% |
| % High Net Worth | 54.17% 1% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker037833100 | Stock NameApple Inc. | $ Position$16,221 | % Position11.00% | $ Change10.00% | # Change-4.00% |
| Stck Ticker02079K107 | Stock NameAlphabet Inc. Cl C | $ Position$13,243 | % Position9.00% | $ Change16.00% | # Change-6.00% |
| Stck Ticker023135106 | Stock NameAmazon.Com Inc. | $ Position$9,667 | % Position6.00% | $ Change9.00% | # Change-5.00% |
| Stck Ticker22160K105 | Stock NameCostco Wholesale Corp | $ Position$8,585 | % Position6.00% | $ Change-11.00% | # Change-6.00% |
| Stck Ticker46625H100 | Stock NameJ.P. Morgan Chase & Co Chase & | $ Position$7,556 | % Position5.00% | $ Change4.00% | # Change-6.00% |
| Stck Ticker30303M102 | Stock NameMeta Platforms, Inc | $ Position$6,995 | % Position5.00% | $ Change-7.00% | # Change-5.00% |
| Stck Ticker594918104 | Stock NameMicrosoft Corporation | $ Position$8,117 | % Position5.00% | $ Change-4.00% | # Change-4.00% |
| Stck Ticker458140100 | Stock NameIntel Corporation | $ Position$6,440 | % Position4.00% | $ Change192.00% | # Change-8.00% |
| Stck Ticker025816109 | Stock NameAmerican Express Co. | $ Position$6,094 | % Position4.00% | $ Change6.00% | # Change-5.00% |
| Stck Ticker17275R102 | Stock NameCisco Systems Inc. | $ Position$4,429 | % Position3.00% | $ Change39.00% | # Change-8.00% |