DBA: APFORIA
| Total AUM | $101.9M |
| Discretionary | $101.9M100% of AUM |
| Client Accounts | 1,228 |
| Avg Account Size | $83K |
| Employees | 20 |
| Peak AUM | $101.9MFeb 2026 |
Total AUM
$102M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $102M | +5.8% | — | — | |
| Discretionary AUM | $102M | ||||
| Total AUM | $101.9M |
| Discretionary | $101.9M |
| Employees | 20 |
| Client Accounts | 1228 |
| Client Range | 251-500 |
Address
582 LYNNHAVEN PARKWAY
VIRGINIA BEACH VA 23452
Phone
(833) 780-2487
Filing History
20 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$102M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 2.3pp vs 1 year ago
No related registrations reported
| — |
| — |
| Total Accounts | 1k | +28.1% | — | — |
| Avg Account Size | $82,992.098 | 17.4% | — | — |
| Employees | 20 | +122.2% | +95.3% | — |
| AUM / Employee | $5M | 52.4% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $98M | +2.7% | — | — | |
| Institutional AUM | $4M | — | — | — | |
Client Count Segments | |||||
| HNW Clients | 312 | +61.7% | — | — | |
| Institutional | 17 | — | — | — | |
| Individuals | 56 | 39.8% | — | — | |