Adviser Profile
| As of Date | 09/16/2026 |
| Registration | SEC, Approved, 08/30/2024 |
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| Former registrations | |
| ADV Location | RESTON, VA, United States |
| Contact Info | 703 xxxxxxx |
| Websites |
| AUM* | 250,000,000 81% |
| of that, discretionary | 180,000,000 84% |
| Number of Employees | 5 67% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 555,556 61% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
180M
154M
129M
103M
77M
51M
26M
2024
2025
2026
Private Funds
No private funds