Adviser Profile

As of Date 06/17/2026
Registration SEC, Approved, 02/27/1979
ADV Location FALLS CHURCH, VA, United States
Contact Info 703 xxxxxxx
Websites
AUM* 1,466,177,587 31%
of that, discretionary 1,396,476,540 32%
Number of Employees 13 -43%
of those in investment advisory functions 11
Private Fund GAV* 0
Avg Account Size 572,279 33%
% High Net Worth 27.66% 40%
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

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

1B 1B 997M 798M 598M 399M 199M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
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Stck Ticker46090E103 Stock NameINVESCO QQQ TR $ Position$66,217,859 % Position17.00% $ Change30.00% # Change2.00%
Stck Ticker464287507 Stock NameISHARES TR $ Position$41,026,783 % Position11.00% $ Change12.00% # Change-2.00%
Stck Ticker464287804 Stock NameISHARES TR $ Position$25,215,931 % Position7.00% $ Change16.00% # Change-3.00%
Stck Ticker14020W106 Stock NameCAPITAL GROUP DIVIDEND VALUE $ Position$24,569,198 % Position6.00% $ Change32.00% # Change14.00%
Stck Ticker922908744 Stock NameVANGUARD INDEX FDS $ Position$13,861,881 % Position4.00% $ Change4.00% # Change-6.00%
Stck Ticker922908595 Stock NameVANGUARD INDEX FDS $ Position$10,941,603 % Position3.00% $ Change17.00% # Change-3.00%
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$7,655,003 % Position2.00% $ Change2.00% # Change-2.00%
Stck Ticker30231G102 Stock NameEXXON MOBIL CORP $ Position$6,355,606 % Position2.00% $ Change-20.00% # Change-1.00%
Stck Ticker037833100 Stock NameAPPLE INC $ Position$5,765,055 % Position2.00% $ Change14.00% # Change0.00%

Brochure Summary