Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 05/21/2021
ADV Location TYSONS CORNER, VA, United States
Contact Info +1 xxxxxxx
Websites
AUM* 838,000,000 11%
of that, discretionary 0
Number of Employees 5 25%
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 419,000,000 -45%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Charitable organizations
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

903M 774M 645M 516M 387M 258M 129M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary