Adviser Profile

As of Date 03/23/2026
Registration SEC, Approved, 06/13/1994
ADV Location RICHMOND, VA, United States
Contact Info 804 xxxxxxx
Websites
AUM* 14,892,294,292 -5%
of that, discretionary 14,892,294,292 -5%
Number of Employees 56 6%
of those in investment advisory functions 15 7%
Private Fund GAV* 0
Avg Account Size 2,432,586 24%
% High Net Worth 12.02% 45%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

17B 15B 12B 10B 7B 5B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary