| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 04/18/2006 |
| ADV Location | MIDDLEBURG, VA, United States |
| Contact Info | 540 xxxxxxx |
| AUM* | 1,652,844,771 25% |
| of that, discretionary | 897,575,903 13% |
| Number of Employees | 8 14% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 880,578 1% |
| % High Net Worth | 37.27% -11% |
| 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
- Selection of other advisers
- 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 CST GROUP CPAS | Filing Date03/12/2026 | Form ADV-E View Report |
| Accounting Firm Name CST GROUP CPAS, PC | Filing Date02/18/2025 | Form ADV-E View Report |
| Accounting Firm Name CST GROUP, CPAS, PC | Filing Date02/01/2024 | Form ADV-E View Report |