| Total AUM | $218.3M |
| Discretionary | $218.3M100% of AUM |
| Client Accounts | 156 |
| Avg Account Size | $1.4M |
| Employees | 7 |
| Peak AUM | $230.2MFeb 2023 |
| AUM CAGR | +9.2% /yrover 22 yrs · 46 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $218M | +13.2% | 1.7% | +6.6% | |
| Discretionary AUM | $218M | ||||
| Total AUM | $218.3M |
| Discretionary | $218.3M |
| Employees | 7 |
| Client Accounts | 156 |
| Client Range | 101-250 |
Address
8260 GREENSBORO DRIVE
MCLEAN VA 22102
Phone
703-442-7686
Filing History
46 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$218M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$218M
| +13.2% |
| 1.7% |
| +6.6% |
| Total Accounts | 156 | 65.5% | 27.1% | 14.7% |
| Avg Account Size | $1M | +227.9% | +34.8% | +24.9% |
| Employees | 7 | +16.7% | +11.9% | +12.1% |
| AUM / Employee | $31M | 3.0% | 12.2% | 4.9% |
Client AUM Segments | |||||
| Wealth AUM | $218M | +13.2% | 1.7% | +6.6% | |
Client Count Segments | |||||
| HNW Clients | 84 | +21.7% | +3.8% | +7.8% | |
| Individuals | 72 | +5.9% | +11.5% | +7.7% | |