| Total AUM | $294.9M |
| Discretionary | $294.9M100% of AUM |
| Client Accounts | 970 |
| Avg Account Size | $304K |
| Employees | 3 |
| Peak AUM | $294.9MFeb 2026 |
Total AUM
$295M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $295M | +28.6% | +18.9% | — | |
| Discretionary AUM | $295M | ||||
| Total AUM | $294.9M |
| Discretionary | $294.9M |
| Employees | 3 |
| Client Accounts | 970 |
| Client Range | 251-500 |
Address
2989 SHELBURNE ROAD
SHELBURNE VT 05482
Phone
802-985-8808
Filing History
20 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$295M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| +28.6% |
| +18.9% |
| — |
| Total Accounts | 970 | +8.0% | +5.7% | — |
| Avg Account Size | $304,042.199 | +19.1% | +12.5% | — |
| Employees | 3 | 0.0% | +14.1% | +24.6% |
| AUM / Employee | $98M | +28.6% | +4.2% | — |
Client AUM Segments | |||||
| Wealth AUM | $295M | +28.6% | +18.9% | — | |
Client Count Segments | |||||
| HNW Clients | 283 | +6.8% | +3.7% | — | |
| Institutional | 7 | 0.0% | — | — | |
| Individuals | 66 | +4.8% | +7.4% | — | |