| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 10/25/1999 |
| ADV Location | BETHESDA, MD, United States |
| Contact Info | 301 xxxxxxx |
| Websites |
| AUM* | 1,515,154,666 28% |
| of that, discretionary | 1,515,154,666 28% |
| Number of Employees | 9 -10% |
| of those in investment advisory functions | 6 -14% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,113,186 34% |
| % High Net Worth | 47.66% 12% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- 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 Ticker037833100 | Stock NameAPPLE INC | $ Position$98,740,332 | % Position7.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker038222105 | Stock NameAPPLIED MATLS INC | $ Position$106,079,015 | % Position7.00% | $ Change108.00% | # Change-2.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$71,360,744 | % Position5.00% | $ Change22.00% | # Change-1.00% |
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$75,221,801 | % Position5.00% | $ Change4.00% | # Change-1.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$78,237,663 | % Position5.00% | $ Change1.00% | # Change0.00% |
| Stck Ticker911363109 | Stock NameUNITED RENTALS INC | $ Position$78,657,686 | % Position5.00% | $ Change54.00% | # Change-1.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$62,744,750 | % Position4.00% | $ Change22.00% | # Change0.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$55,335,315 | % Position4.00% | $ Change25.00% | # Change0.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$43,248,464 | % Position3.00% | $ Change14.00% | # Change-1.00% |
| Stck Ticker548661107 | Stock NameLOWES COS INC | $ Position$43,862,315 | % Position3.00% | $ Change-7.00% | # Change0.00% |