| Total AUM | $851.1M |
| Discretionary | $517.1M61% of AUM |
| Non-Discretionary | $334.0M |
| Client Accounts | 15 |
| Avg Account Size | $56.7M |
| Employees | 10 |
| Peak AUM | $851.1MMar 2026 |
| AUM CAGR | +54.3% /yrover 4 yrs · 15 filings |
Total AUM
$851M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $851M | +46.0% | +67.7% | +54.3% | |
| Discretionary AUM | |||||
| Total AUM | $851.1M |
| Discretionary | $517.1M |
| Employees | 10 |
| Client Accounts | 15 |
Address
1751 PINNACLE DRIVE
MCLEAN VA 22102-3831
Phone
01-703-47-8020
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$517M
60.8% of AUM
Non-Discretionary
$334M
39.2% of AUM
Disc. mix ▼ 4.9pp vs 1 year ago
| $517M |
| +35.0% |
| +41.4% |
| +36.3% |
| Non-Disc. AUM | $334M | +67.0% | — | — |
| Total Accounts | 15 | 11.8% | 0.0% | +5.7% |
| Avg Account Size | $57M | +65.5% | +67.7% | +46.0% |
| Employees | 10 | 33.3% | +3.7% | +9.3% |
| AUM / Employee | $85M | +119.0% | +61.7% | +41.2% |
Client AUM Segments | |||||
| Wealth AUM | $109M | +7.7% | +27.3% | +5.8% | |
| Fund / Pooled AUM | $408M | +393.3% | +46.3% | +101.0% | |
| Other AUM | $334M | +102.2% | — | — | |
Client Count Segments | |||||
| HNW Clients | 2 | — | — | +18.9% | — |
| Pooled / Fund | 9 | +50.0% | +22.3% | +31.6% | |
| Individuals | 4 | 33.3% | 26.9% | 5.4% | |