| As of Date | 03/11/2026 |
| Registration | SEC, Approved, 12/03/2014 |
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| ADV Location | BALTIMORE, MD, United States |
| Contact Info | 410 xxxxxxx |
| Websites |
| AUM* | 403,897,677 17% |
| of that, discretionary | 283,901,829 34% |
| Number of Employees | 5 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,861,280 -64% |
| % High Net Worth | 43.28% 4% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
No private funds