| Total AUM | $2.47B |
| Discretionary | $566.5M23% of AUM |
| Non-Discretionary | $1.90B |
| Client Accounts | 9,556 |
| Avg Account Size | $259K |
| Employees | 389 |
| Peak AUM | $2.47BMar 2025 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.5B | +4.7% | +5.3% | +5.2% | |
| Discretionary AUM | |||||
| Total AUM | $2.47B |
| Discretionary | $566.5M |
| Employees | 389 |
| Client Accounts | 9556 |
| Client Range | More than 500 |
Address
2440 RESEARCH BLVD
ROCKVILLE MD 20850
Phone
301-944-5900
Filing History
28 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$566M
22.9% of AUM
Non-Discretionary
$1.9B
77.1% of AUM
Disc. mix ▲ 4.9pp vs 1 year ago
Custody
| +5.2% /yrover 4 yrs · 28 filings |
Total AUM
$2.5B
| $566M |
| +33.3% |
| +8.5% |
| +7.1% |
| Non-Disc. AUM | $1.9B | 1.6% | +4.4% | +4.7% |
| Total Accounts | 10k | 3.7% | +7.0% | +6.6% |
| Avg Account Size | $258,512.758 | +8.7% | 1.6% | 1.3% |
| Employees | 389 | 7.4% | +4.9% | 1.0% |
| AUM / Employee | $6M | +13.0% | +0.4% | +6.3% |
Client AUM Segments | |||||
| Wealth AUM | $2.4B | +4.8% | +5.0% | +5.2% | |
| Institutional AUM | $40M | 3.5% | +36.7% | +5.7% | |
Client Count Segments | |||||
| HNW Clients | 6k | 4.6% | +2.4% | +8.0% | |
| Institutional | 53 | 3.6% | 9.7% | 4.6% | |
| Individuals | 421 | +15.7% | 39.8% | 35.0% | |