Adviser Profile
| As of Date | 01/07/2026 |
| Registration | Virginia, Approved, 01/03/2024 |
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| ADV Location | NORFOLK, VA, United States |
| Contact Info | 307 xxxxxxx |
| Websites |
| AUM* | 28,478,203 112% |
| of that, discretionary | 28,478,203 112% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 491,004 2% |
| % High Net Worth | 47.06% 14% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds