| As of Date | 07/28/2026 |
| Registration | SEC, Approved, 07/08/1994 |
| ADV Location | MCLEAN, VA, United States |
| Contact Info | 703 xxxxxxx |
| Websites |
| AUM* | 1,367,476,939 301% |
| of that, discretionary | 1,367,476,939 301% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 20,410,104 307% |
| % High Net Worth | 30.00% -18% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker15135U109 | Stock NameCENOVUS ENERGY INC | $ Position$85,639,679 | % Position14.00% | $ Change-6.00% | # Change0.00% |
| Stck Ticker29446Y502 | Stock NameEQUINOX GOLD CORP | $ Position$37,703,826 | % Position6.00% | $ Change-33.00% | # Change0.00% |
| Stck Ticker74022D407 | Stock NamePRECISION DRILLING CORP | $ Position$38,701,593 | % Position6.00% | $ Change-22.00% | # Change0.00% |
| Stck Ticker750236101 | Stock NameRADIAN GROUP INC | $ Position$30,795,677 | % Position5.00% | $ Change215.00% | # Change177.00% |
| Stck Ticker923725105 | Stock NameVERMILION ENERGY INC | $ Position$30,498,983 | % Position5.00% | $ Change-13.00% | # Change27.00% |
| Stck Ticker40609P105 | Stock NameHALLADOR ENERGY COMPANY | $ Position$31,511,132 | % Position5.00% | $ Change7.00% | # Change0.00% |
| Stck Ticker412822108 | Stock NameHARLEY DAVIDSON INC | $ Position$33,485,740 | % Position5.00% | $ Change21.00% | # Change0.00% |
| Stck Ticker36352H100 | Stock NameGALIANO GOLD INC | $ Position$26,386,629 | % Position4.00% | $ Change65.00% | # Change120.00% |
| Stck Ticker00773T101 | Stock NameADVANSIX INC | $ Position$24,047,425 | % Position4.00% | $ Change-19.00% | # Change0.00% |
| Stck Ticker63886Q109 | Stock NameNATURAL GAS SVCS GROUP INC | $ Position$25,231,378 | % Position4.00% | $ Change14.00% | # Change0.00% |