Adviser Profile

As of Date 03/04/2026
Registration SEC, Approved, 10/13/2017
Other registrations (2)
ADV Location MCLEAN, VA, United States
Contact Info 703 xxxxxxx
Websites
AUM* 600,505,998 46%
of that, discretionary 587,387,548 50%
Number of Employees 14 17%
of those in investment advisory functions 8 14%
Private Fund GAV* 0
Avg Account Size 366,162 32%
% High Net Worth 39.13% 7%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Educational seminars/workshops

Compensation Arrangments

- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

587M 503M 420M 336M 252M 168M 84M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker25434V401 Stock NameDIMENSIONAL ETF TRUST $ Position$73,486,134 % Position18.00% $ Change17.00% # Change2.00%
Stck Ticker922908744 Stock NameVANGUARD INDEX FDS $ Position$74,017,262 % Position18.00% $ Change14.00% # Change3.00%
Stck Ticker921943858 Stock NameVANGUARD TAX-MANAGED FDS $ Position$59,203,342 % Position15.00% $ Change13.00% # Change2.00%
Stck Ticker316188309 Stock NameFIDELITY MERRIMACK STR TR $ Position$49,330,386 % Position12.00% $ Change6.00% # Change7.00%
Stck Ticker922908769 Stock NameVANGUARD INDEX FDS $ Position$41,777,331 % Position10.00% $ Change12.00% # Change-3.00%
Stck Ticker922908512 Stock NameVANGUARD INDEX FDS $ Position$20,269,141 % Position5.00% $ Change11.00% # Change3.00%
Stck Ticker25434V609 Stock NameDIMENSIONAL ETF TRUST $ Position$16,342,929 % Position4.00% $ Change14.00% # Change2.00%
Stck Ticker922042775 Stock NameVANGUARD INTL EQUITY INDEX F $ Position$12,158,199 % Position3.00% $ Change11.00% # Change0.00%
Stck Ticker922042858 Stock NameVANGUARD INTL EQUITY INDEX F $ Position$2,238,994 % Position1.00% $ Change5.00% # Change-5.00%
Stck Ticker922907746 Stock NameVANGUARD MUN BD FDS $ Position$4,325,364 % Position1.00% $ Change-2.00% # Change-4.00%

Brochure Summary