Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 05/13/2019
Contact Info +13 xxxxxxx
Websites
AUM* 1,580,000 -90%
of that, discretionary 1,580,000 -90%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 121,538 -60%
% High Net Worth 28.57% 112%
SMA’s Yes
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

16M 14M 11M 9M 7M 5M 2M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser BLOM & HOWELL FINANCIAL PLANNING, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM161.5m #Funds-
Adviser CAPSTONE INVESTMENT FINANCIAL GROUP, LLC Hedge Fund3.0m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV3.0m AUM174.6m #Funds1
Adviser FORTIS GROUP ADVISORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM822.4m #Funds-
Adviser BROGAN FINANCIAL Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM577.0m #Funds-
Adviser LANDMARK WEALTH MANAGEMENT GROUP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM824.4m #Funds-
Adviser SAXONY CAPITAL MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM367.9m #Funds-
Adviser WEALTH MANAGEMENT RESOURCES, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM385.2m #Funds-
Adviser BALLAST ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM674.5m #Funds-
Adviser RADEMACHER FINANCIAL, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM234.3m #Funds-
Adviser CAPITAL INVESTMENT ADVISORY SERVICES, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM2.4b #Funds-

Brochure Summary