Adviser Profile
| As of Date | 09/22/2026 |
| Registration | SEC, Approved, 04/25/2025 |
|
|
|
| Former registrations | |
| ADV Location | RICHMOND, VA, United States |
| Contact Info | (80 xxxxxxx |
| Websites |
| AUM* | 141,919,614 41% |
| of that, discretionary | 141,919,614 41% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 10,137,115 1% |
| % High Net Worth | 36.36% 45% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
142M
122M
101M
81M
61M
41M
20M
2025
2026
Private Funds
No private funds