| Total AUM | $404.4M |
| Discretionary | $394.7M98% of AUM |
| Non-Discretionary | $9.7M |
| Client Accounts | 540 |
| Avg Account Size | $749K |
| Employees | 3 |
| Peak AUM | $404.4MFeb 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $404M | +9.2% | +9.8% | +4.3% | |
| Discretionary AUM | |||||
| Total AUM | $404.4M |
| Discretionary | $394.7M |
| Employees | 3 |
| Client Accounts | 540 |
| Client Range | 101-250 |
Phone
540-342-7102
Filing History
42 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$395M
97.6% of AUM
Non-Discretionary
$10M
2.4% of AUM
Disc. mix ▼ 0.8pp vs 1 year ago
Custody
No related registrations reported
| +8.3% /yrover 25 yrs · 42 filings |
Total AUM
$404M
| $395M |
| +8.4% |
| +9.5% |
| +4.5% |
| Non-Disc. AUM | $10M | +59.1% | +23.9% | 1.3% |
| Total Accounts | 540 | +3.8% | +3.0% | +2.0% |
| Avg Account Size | $748,830.044 | +5.2% | +6.6% | +2.2% |
| Employees | 3 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $135M | +9.2% | +9.8% | +4.3% |
Client AUM Segments | |||||
| Wealth AUM | $404M | +9.2% | +9.8% | +4.3% | |
Client Count Segments | |||||
| HNW Clients | 48 | 20.0% | 6.8% | 6.6% | |
| Individuals | 93 | +13.4% | +2.7% | +6.0% | |