| As of Date | 09/22/2026 |
| Registration | SEC, Approved, 04/23/2008 |
| ADV Location | ARLINGTON, VA, United States |
| Contact Info | 240 xxxxxxx |
| Websites |
| AUM* | 572,127,870 11% |
| of that, discretionary | 572,127,870 11% |
| Number of Employees | 7 -13% |
| of those in investment advisory functions | 4 -20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,540,697 37% |
| % High Net Worth | 76.98% -2% |
| 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds