| Total AUM | $219.6M |
| Discretionary | $219.6M100% of AUM |
| Client Accounts | 552 |
| Avg Account Size | $398K |
| Employees | 4 |
| Peak AUM | $219.6MFeb 2026 |
| AUM CAGR | +13.6% /yrover 5 yrs · 12 filings |
Total AUM
$220M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $220M | +15.6% | +14.2% | +13.6% | |
| Discretionary AUM | |||||
| Total AUM | $219.6M |
| Discretionary | $219.6M |
| Employees | 4 |
| Client Accounts | 552 |
| Client Range | 1-10 |
Address
33 BLAIR PARK ROAD
WILLISTON VT 05495
Phone
802-878-2731
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$220M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| $220M |
| +15.6% |
| +14.2% |
| +13.6% |
| Total Accounts | 552 | +2.8% | +2.7% | +6.8% |
| Avg Account Size | $397,742.973 | +12.4% | +11.2% | +6.4% |
| Employees | 4 | 20.0% | 7.4% | 7.8% |
| AUM / Employee | $55M | +44.5% | +23.3% | +23.2% |
Client AUM Segments | |||||
| Wealth AUM | $217M | +15.9% | +14.4% | +13.6% | |
| Institutional AUM | $3M | 7.0% | +1.8% | +8.5% | |
Client Count Segments | |||||
| HNW Clients | 59 | +1.7% | 1.7% | +1.4% | |
| Institutional | 18 | 14.3% | 3.5% | +3.7% | |
| Individuals | 78 | 1.3% | +4.3% | +9.3% | |