Adviser Profile
| As of Date | 02/27/2026 |
| Registration | SEC, Approved, 04/30/2025 |
|
|
|
| Former registrations | |
| ADV Location | SEVERNA PARK, MD, United States |
| Contact Info | 410 xxxxxxx |
| Websites |
| AUM* | 135,536,632 31% |
| of that, discretionary | 135,008,189 33% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 227,793 42% |
| % High Net Worth | 51.06% -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
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
135M
116M
96M
77M
58M
39M
19M
2025
2026
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker46432F842 | Stock NameISHARES TR | $ Position$16,780,557 | % Position12.00% | $ Change12.00% | # Change5.00% |
| Stck Ticker922908744 | Stock NameVANGUARD INDEX FDS | $ Position$12,837,396 | % Position9.00% | $ Change11.00% | # Change0.00% |
| Stck Ticker922908736 | Stock NameVANGUARD INDEX FDS | $ Position$12,308,065 | % Position9.00% | $ Change17.00% | # Change495.00% |
| Stck Ticker922040845 | Stock NameVANGUARD INSTL INDEX FD | $ Position$8,613,969 | % Position6.00% | $ Change301.00% | # Change300.00% |
| Stck Ticker78464A854 | Stock NameSPDR SERIES TRUST | $ Position$6,847,610 | % Position5.00% | $ Change85.00% | # Change61.00% |
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$5,483,373 | % Position4.00% | $ Change24.00% | # Change8.00% |
| Stck Ticker922908751 | Stock NameVANGUARD INDEX FDS | $ Position$4,365,135 | % Position3.00% | $ Change21.00% | # Change4.00% |
| Stck Ticker922042858 | Stock NameVANGUARD INTL EQUITY INDEX F | $ Position$3,729,472 | % Position3.00% | $ Change16.00% | # Change5.00% |
| Stck Ticker46434V613 | Stock NameISHARES TR | $ Position$4,363,065 | % Position3.00% | $ Change22.00% | # Change22.00% |
| Stck Ticker808524839 | Stock NameSCHWAB STRATEGIC TR | $ Position$4,250,842 | % Position3.00% | $ Change1.00% | # Change1.00% |