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Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 08/24/2018
ADV Location HARRISONBURG, VA, United States
Contact Info (54 xxxxxxx
Websites
AUM* 1,234,032,819 14%
of that, discretionary 1,178,007,489 12%
Number of Employees 11 10%
of those in investment advisory functions 8 33%
Private Fund GAV* 0
Avg Account Size 953,658 0%
% High Net Worth 56.62% 6%
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
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1B 1B 841M 673M 505M 337M 168M
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 Ticker464287226 Stock NameISHARES TR $ Position$109,082,655 % Position10.00% $ Change5.00% # Change6.00%
Stck Ticker46432F842 Stock NameISHARES TR $ Position$97,872,029 % Position9.00% $ Change13.00% # Change6.00%
Stck Ticker25434V872 Stock NameDIMENSIONAL ETF TRUST $ Position$58,348,951 % Position5.00% $ Change7.00% # Change7.00%
Stck Ticker464287507 Stock NameISHARES TR $ Position$40,938,389 % Position4.00% $ Change19.00% # Change4.00%
Stck Ticker464287804 Stock NameISHARES TR $ Position$46,066,514 % Position4.00% $ Change22.00% # Change3.00%
Stck Ticker25434V849 Stock NameDIMENSIONAL ETF TRUST $ Position$26,905,719 % Position3.00% $ Change16.00% # Change15.00%
Stck Ticker037833100 Stock NameAPPLE INC $ Position$30,837,388 % Position3.00% $ Change12.00% # Change-1.00%
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$36,558,994 % Position3.00% $ Change4.00% # Change-1.00%
Stck Ticker78464A763 Stock NameSPDR SERIES TRUST $ Position$27,632,586 % Position3.00% $ Change4.00% # Change0.00%
Stck Ticker921908844 Stock NameVANGUARD SPECIALIZED FUNDS $ Position$27,151,366 % Position3.00% $ Change10.00% # Change0.00%

Brochure Summary