Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 01/30/1998
ADV Location RICHMOND, VA, United States
Contact Info 804 xxxxxxx
Websites
AUM* 81,236,514 -91%
of that, discretionary 0
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 2,321,043 -89%
% High Net Worth 32.50%
SMA’s Yes
Private Funds 0

Adviser Type

- Pension consultant

Client Types

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

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

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

Reported AUM

1B 1B 943M 755M 566M 377M 189M
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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Brochure Summary