Adviser Profile

As of Date 02/09/2026
Registration SEC, Approved, 05/19/1989
ADV Location HUNT VALLEY, MD, United States
Contact Info 410 xxxxxxx
Websites
AUM* 594,970,561 42%
of that, discretionary 525,695,951 100%
Number of Employees 6 -14%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 2,253,676 518%
% High Net Worth 82.58% 52%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

526M 451M 375M 300M 225M 150M 75M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary