| Total AUM | $172.4M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $172.4M |
| Client Accounts | 567 |
| Avg Account Size | $304K |
| Employees | 1 |
| Peak AUM | $172.4MMar 2026 |
| AUM CAGR | +22.5% /yrover 2 yrs · 5 filings |
Total AUM
$172M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $172M | +21.4% | +22.5% | — | — |
| Non-Disc. AUM | $172M | +21.4% | |||
| Total AUM | $172.4M |
| Discretionary | $0 |
| Employees | 1 |
| Client Accounts | 567 |
| Client Range | 0 |
Address
1060 LASKIN ROAD
VIRGINIA BEACH VA 23451
Phone
757-498-4810
Filing History
5 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$172M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +22.5% |
| — |
— |
| Total Accounts | 567 | +8.2% | +10.0% | — | — |
| Avg Account Size | $304,056.898 | +12.2% | +11.4% | — | — |
| Employees | 1 | 0.0% | 0.0% | — | — |
| AUM / Employee | $172M | +21.4% | +22.5% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $172M | +21.4% | +22.5% | — | — |
Client Count Segments | |||||
| HNW Clients | 148 | +12.1% | +10.6% | — | — |
| Individuals | 47 | 16.1% | +1.1% | — | — |