| Total AUM | $562.1M |
| Discretionary | $562.1M100% of AUM |
| Client Accounts | 2,157 |
| Avg Account Size | $261K |
| Employees | 8 |
| Peak AUM | $562.1MFeb 2026 |
| AUM CAGR | +21.1% /yrover 9 yrs · 15 filings |
Total AUM
$562M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $562M | +24.7% | +28.2% | +20.3% | |
| Discretionary AUM | |||||
| Total AUM | $562.1M |
| Discretionary | $562.1M |
| Employees | 8 |
| Client Accounts | 2157 |
| Client Range | 0 |
Address
8150 LEESBURG PIKE
VIENNA VA 22182
Phone
(703) 226-0008
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$562M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $562M |
| +24.7% |
| +28.2% |
| +20.3% |
| Total Accounts | 2k | +27.2% | +63.0% | +13.9% |
| Avg Account Size | $260,609.707 | 1.9% | 21.4% | +5.6% |
| Employees | 8 | +33.3% | +4.3% | +9.4% |
| AUM / Employee | $70M | 6.5% | +22.9% | +10.0% |
Client AUM Segments | |||||
| Wealth AUM | $562M | +24.7% | +28.2% | +20.3% | |
| Institutional AUM | $31,000 | — | — | — | |
Client Count Segments | |||||
| HNW Clients | 397 | +8.8% | +2.5% | +4.3% | |
| Institutional | 2 | — | — | — | |
| Individuals | 173 | +17.7% | +22.1% | +17.9% | |