Adviser Profile
| As of Date | 03/16/2026 |
| Registration | SEC, Approved, 05/12/2025 |
|
|
|
| Former registrations | |
| ADV Location | RICHMOND, VA, United States |
| Contact Info | (80 xxxxxxx |
| Websites |
| AUM* | 118,265,800 15% |
| of that, discretionary | 115,049,600 15% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 369,581 7% |
| % High Net Worth | 59.64% -4% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
115M
99M
82M
66M
49M
33M
16M
2025
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name MEADOWS URQUHART ACREE & COOK, LLP | Filing Date10/10/2025 | Form ADV-E View Report |