| Total AUM | $4.91B |
| Discretionary | $4.90B100% of AUM |
| Non-Discretionary | $2.9M |
| Client Accounts | 179 |
| Avg Account Size | $27.4M |
| Employees | 49 |
| Peak AUM | $4.91BMar 2026 |
Total AUM
$4.9B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.9B | +12.9% | — | — | |
| Discretionary AUM | $4.9B | ||||
| Total AUM | $4.91B |
| Discretionary | $4.90B |
| Employees | 49 |
| Client Accounts | 179 |
| Client Range | 1-10 |
Address
217 INTERNATIONAL CIRCLE
HUNT VALLEY MD 21030
Phone
443-541-2440
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$4.9B
99.9% of AUM
Non-Discretionary
$3M
0.1% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Custody
| — |
| — |
| Non-Disc. AUM | $3M | — | — | — |
| Total Accounts | 179 | +13.3% | — | — |
| Avg Account Size | $27M | 0.3% | — | — |
| Employees | 49 | +14.0% | 0.8% | — |
| AUM / Employee | $100M | 0.9% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $84M | +302.0% | — | — | |
| Institutional AUM | $3M | 75.7% | — | — | |
| Fund / Pooled AUM | $4.8B | +10.6% | — | — | |
| Other AUM | $49M | — | — | — | |
Client Count Segments | |||||
| Institutional | 37 | +2.8% | — | — | |
| Pooled / Fund | 16 | +45.5% | — | — | |
| Individuals | 84 | +6.3% | — | — | |