| Total AUM | $377.0M |
| Discretionary | $377.0M100% of AUM |
| Client Accounts | 1,001 |
| Avg Account Size | $377K |
| Employees | 12 |
| Peak AUM | $377.0MMar 2026 |
Total AUM
$377M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $377M | +23.1% | +21.5% | +16.4% | |
| Discretionary AUM | |||||
| Total AUM | $377.0M |
| Discretionary | $377.0M |
| Employees | 12 |
| Client Accounts | 1001 |
| Client Range | 251-500 |
Address
9030 STONY POINT PARKWAY
RICHMOND VA 23235
Phone
804-282-1238
Filing History
32 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$377M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Custody
| $377M |
| +23.2% |
| +21.9% |
| +16.9% |
| Total Accounts | 1k | +6.2% | +10.0% | +31.7% |
| Avg Account Size | $376,656.533 | +16.0% | +10.5% | 11.6% |
| Employees | 12 | +9.1% | +14.5% | +5.9% |
| AUM / Employee | $31M | +12.9% | +6.2% | +9.9% |
Client AUM Segments | |||||
| Wealth AUM | $377M | +23.1% | +21.5% | +16.4% | |
| Institutional AUM | $88,549 | +4.0% | +4.5% | — | |
Client Count Segments | |||||
| HNW Clients | 198 | +0.5% | 3.0% | 4.6% | |
| Institutional | 1 | 0.0% | 0.0% | — | |
| Individuals | 138 | +19.0% | +25.4% | +133.2% | |