| Total AUM | $191.3M |
| Discretionary | $191.3M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $47.8M |
| Employees | 2 |
| Peak AUM | $214.9MMar 2025 |
| AUM CAGR | +0.3% /yrover 1 yrs · 11 filings |
Total AUM
$191M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $191M | 11.0% | — | — | |
| Discretionary AUM | $191M | ||||
| Total AUM | $191.3M |
| Discretionary | $191.3M |
| Employees | 2 |
| Client Accounts | 4 |
Address
411-413A EAST MAIN ST.
CHARLOTTESVILLE VA 22902
Phone
434-886-1101
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$191M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| — |
| — |
| Total Accounts | 4 | 0.0% | — | — |
| Avg Account Size | $48M | 11.0% | — | — |
| Employees | 2 | 0.0% | — | — |
| AUM / Employee | $96M | 11.0% | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $191M | 11.0% | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 4 | 0.0% | — | — | |