Adviser Profile

As of Date 06/04/2026
Registration SEC, Approved, 01/07/2022
ADV Location MCLEAN, VA, United States
Contact Info 571 xxxxxxx
Websites
AUM* 784,007,566 33%
of that, discretionary 730,558,824 31%
Number of Employees 14
of those in investment advisory functions 6 -14%
Private Fund GAV* 0
Avg Account Size 488,783 37%
% High Net Worth 40.91% 27%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Business development companies
- Pension and profit sharing plans

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

- A percentage of assets under your management
- Hourly charges

Reported AUM

731M 626M 522M 417M 313M 209M 104M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary