| Total AUM | $1.37B |
| Discretionary | $1.23B89% of AUM |
| Non-Discretionary | $143.9M |
| Client Accounts | 1,261 |
| Avg Account Size | $1.1M |
| Employees | 17 |
| Peak AUM | $1.37BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.4B | +31.3% | +35.9% | +22.9% | |
| Discretionary AUM | |||||
| Total AUM | $1.37B |
| Discretionary | $1.23B |
| Employees | 17 |
| Client Accounts | 1261 |
| Client Range | 251-500 |
Address
2330 WEST JOPPA ROAD
LUTHERVILLE MD 21093
Phone
443-841-7772
Filing History
29 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.2B
89.5% of AUM
Non-Discretionary
$144M
10.5% of AUM
Disc. mix ▼ 2.4pp vs 1 year ago
| +26.9% /yrover 11 yrs · 29 filings |
Total AUM
$1.4B
| $1.2B |
| +27.8% |
| +36.3% |
| +23.4% |
| Non-Disc. AUM | $144M | +70.5% | +32.5% | +19.0% |
| Total Accounts | 1k | +284.5% | +16.3% | +18.6% |
| Avg Account Size | $1M | 65.9% | +16.8% | +3.7% |
| Employees | 17 | +21.4% | +23.6% | +23.2% |
| AUM / Employee | $81M | +8.1% | +9.9% | 0.2% |
Client AUM Segments | |||||
| Wealth AUM | $1.1B | +32.2% | +35.6% | +21.7% | |
| Institutional AUM | $192M | +16.0% | +26.9% | +23.7% | |
| Fund / Pooled AUM | $50M | +101.6% | — | — | |
Client Count Segments | |||||
| HNW Clients | 117 | +5.4% | +4.7% | +11.8% | |
| Institutional | 23 | 14.8% | 9.5% | +0.9% | |
| Pooled / Fund | 3 | +50.0% | — | — | |
| Individuals | 218 | +16.0% | +21.7% | +21.0% | |