Adviser Profile
| As of Date | 02/20/2026 |
| Registration | SEC, Approved, 10/04/2024 |
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| Former registrations | |
| ADV Location | RICHM0ND, VA, United States |
| Contact Info | 804 xxxxxxx |
| AUM* | 170,000,000 36% |
| of that, discretionary | 170,000,000 36% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,416,667 35% |
| % High Net Worth | 79.31% -3% |
| 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
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
170M
146M
121M
97M
73M
49M
24M
2024
2025
2026
Private Funds
No private funds