| Total AUM | $2.16B |
| Discretionary | $1.84B85% of AUM |
| Non-Discretionary | $319.4M |
| Client Accounts | 3,970 |
| Avg Account Size | $545K |
| Employees | 170 |
| Peak AUM | $2.16BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.2B | +18.9% | +18.9% | +14.6% | |
| Discretionary AUM | |||||
| Total AUM | $2.16B |
| Discretionary | $1.84B |
| Employees | 170 |
| Client Accounts | 3970 |
| Client Range | 51-100 |
Address
4050 INNSLAKE DRIVE
GLEN ALLEN VA 23060
Phone
888-612-1484
Filing History
103 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.8B
85.2% of AUM
Non-Discretionary
$319M
14.8% of AUM
Disc. mix ▲ 0.8pp vs 1 year ago
| +12.2% /yrover 25 yrs · 103 filings |
Total AUM
$2.2B
| $1.8B |
| +20.1% |
| +19.7% |
| +14.9% |
| Non-Disc. AUM | $319M | +12.4% | +14.9% | +12.7% |
| Total Accounts | 4k | +6.0% | +7.4% | +8.1% |
| Avg Account Size | $544,676.77 | +12.2% | +10.7% | +6.0% |
| Employees | 170 | 0.0% | 1.0% | 1.7% |
| AUM / Employee | $13M | +18.9% | +20.1% | +16.5% |
Client AUM Segments | |||||
| Wealth AUM | $1.4B | +14.6% | +18.4% | +14.2% | |
| Institutional AUM | $74M | +12.8% | +24.5% | +7.1% | |
| Other AUM | $698M | +29.3% | +19.3% | +16.4% | |
Client Count Segments | |||||
| HNW Clients | 2k | +4.0% | +8.0% | +5.8% | |
| Institutional | 68 | +21.4% | +14.7% | +12.3% | |
| Individuals | 1k | +8.8% | +8.3% | +12.7% | |