Adviser Profile
| As of Date | 07/15/2026 |
| Registration | SEC, Approved, 07/29/2024 |
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| Former registrations | |
| ADV Location | ANNAPOLIS, MD, United States |
| Contact Info | 410 xxxxxxx |
| Websites |
| AUM* | 338,630,429 233% |
| of that, discretionary | 338,630,429 233% |
| Number of Employees | 36 177% |
| of those in investment advisory functions | 22 214% |
| Private Fund GAV* | 0 |
| Avg Account Size | 171,285 0% |
| % High Net Worth | 74.69% 854% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
339M
290M
242M
194M
145M
97M
48M
2024
2025
2026
Private Funds
No private funds