| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 05/16/2019 |
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| ADV Location | GLEN ALLEN, VA, United States |
| Contact Info | 804 xxxxxxx |
| Websites |
| AUM* | 330,221,020 42% |
| of that, discretionary | 305,606,970 44% |
| Number of Employees | 8 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 318,132 41% |
| % High Net Worth | 26.70% 78% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- A percentage of assets under your management
No private funds
| 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 KINGSBURY CAPITAL INVESTMENT ADVISORS LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM162.0m | #Funds- | |
| Adviser SAGE ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM575.1m | #Funds- | |
| Adviser SOVEREIGN FINANCIAL GROUP, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.1b | #Funds- | |
| Adviser KARAGOSIAN FINANCIAL SERVICES, INC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM26.8m | #Funds- | |
| Adviser MAXWELL WEALTH | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM290.0m | #Funds- | |
| Adviser LIVE OAK INVESTMENT PARTNERS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM266.4m | #Funds- | |
| Adviser PROFESSIONAL PLANNING GROUP | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.3b | #Funds- | |
| Adviser TOWER WEALTH PARTNERS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM440.4m | #Funds- | |
| Adviser AMERICAN INVESTORS CO | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM630.7m | #Funds- | |
| Adviser ACCREDITED WEALTH MANAGEMENT LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM158.9m | #Funds- |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker33734H106 | Stock NameFIRST TRUST VALUE DIVIDEND INDEX ETF | $ Position$7,297,669 | % Position5.00% | $ Change122.00% | # Change122.00% |
| Stck Ticker46432F396 | Stock NameISHARES MSCI USA MOMNTUMFCT ETF | $ Position$6,205,424 | % Position4.00% | $ Change0.00% | # Change0.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORP | $ Position$2,404,364 | % Position2.00% | $ Change10.00% | # Change10.00% |
| Stck Ticker33734H106 | Stock NameFIRST TRUST VALUE DIVIDEND INDEX ETF | $ Position$3,286,088 | % Position2.00% | $ Change0.00% | # Change0.00% |
| Stck Ticker33733E104 | Stock NameFIRST TRUST CAPITAL STRENGTH ETF IV | $ Position$3,336,553 | % Position2.00% | $ Change0.00% | # Change0.00% |
| Stck Ticker922908736 | Stock NameVANGUARD GROWTH ETF | $ Position$3,173,164 | % Position2.00% | $ Change1511.00% | # Change1511.00% |
| Stck Ticker922908736 | Stock NameVANGUARD GROWTH ETF | $ Position$2,533,106 | % Position2.00% | $ Change1186.00% | # Change1186.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$2,438,590 | % Position2.00% | $ Change379.00% | # Change379.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$3,192,063 | % Position2.00% | $ Change527.00% | # Change527.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$2,478,184 | % Position2.00% | $ Change112.00% | # Change112.00% |