Adviser Profile

As of Date 07/02/2026
Registration SEC, Approved, 09/26/1977
ADV Location GLEN ALLEN, VA, United States
Contact Info 804 xxxxxxx
Websites
AUM* 825,641,317 24%
of that, discretionary 825,641,317 24%
Number of Employees 8
of those in investment advisory functions 7
Private Fund GAV* 0
Avg Account Size 1,212,395 14%
% High Net Worth 60.78% 9%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

710M 609M 507M 406M 304M 203M 101M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
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 WASHINGTON TRUST ADVISORS 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-
Adviser SLAYTON LEWIS INC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM334.4m #Funds-
Adviser REICHARD CAPITAL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM341.0m #Funds-
Adviser DUDLEY 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- AUM291.7m #Funds-
Adviser J. MARK NICKELL & CO. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM146.4m #Funds-
Adviser 44 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- AUM487.4m #Funds-
Adviser THE WEALTH COLLABORATIVE, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM791.6m #Funds-
Adviser TANDEM CAPITAL MANAGEMENT, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM279.7m #Funds-
Adviser BARNSTONE ADVISORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM241.1m #Funds-
Adviser BROOKS, MOORE & ASSOCIATES, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM348.9m #Funds-

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker45867G101 Stock NameINTERDIGITAL INC $ Position$32,719,284 % Position6.00% $ Change # Change
Stck Ticker65336K103 Stock NameNEXSTAR MEDIA GROUP INC $ Position$29,066,644 % Position5.00% $ Change # Change
Stck Ticker829242106 Stock NameSINCLAIR INC $ Position$26,896,150 % Position5.00% $ Change # Change
Stck Ticker004816104 Stock NameACME UTD CORP $ Position$21,272,474 % Position4.00% $ Change # Change
Stck Ticker00081T108 Stock NameACCO BRANDS CORP $ Position$18,752,265 % Position3.00% $ Change # Change
Stck Ticker747525103 Stock NameQUALCOMM INC $ Position$16,890,957 % Position3.00% $ Change # Change
Stck Ticker724479100 Stock NamePITNEY BOWES INC $ Position$18,313,421 % Position3.00% $ Change # Change
Stck Ticker92340V107 Stock NameVEREN INC $ Position$14,666,286 % Position3.00% $ Change # Change
Stck Ticker389375106 Stock NameGRAY TELEVISION INC $ Position$18,154,509 % Position3.00% $ Change # Change
Stck Ticker38141G104 Stock NameGOLDMAN SACHS GROUP INC $ Position$15,316,131 % Position3.00% $ Change # Change

Brochure Summary