| As of Date | 09/04/2026 |
| Registration | SEC, Approved, 11/15/2001 |
| ADV Location | RICHMOND, VA, United States |
| Contact Info | 804 xxxxxxx |
| Websites |
| AUM* | 1,839,620,293 18% |
| of that, discretionary | 1,808,764,876 18% |
| Number of Employees | 11 10% |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,239,636 4% |
| % High Net Worth | 71.15% 7% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name YHB CPA | Filing Date07/22/2025 | Form ADV-E View Report |
| Accounting Firm Name YHB CPA | Filing Date10/28/2024 | Form ADV-E View Report |