| Total AUM | $357.2M |
| Discretionary | $355.5M100% of AUM |
| Non-Discretionary | $1.7M |
| Client Accounts | 497 |
| Avg Account Size | $719K |
| Employees | 5 |
| Peak AUM | $357.2MJan 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $357M | +11.2% | +10.0% | +15.5% | |
| Discretionary AUM | |||||
| Total AUM | $357.2M |
| Discretionary | $355.5M |
| Employees | 5 |
| Client Accounts | 497 |
| Client Range | 1-10 |
Address
900 MAIN STREET
LYNCHBURG VA 24504
Phone
434-455-2795
Filing History
48 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$356M
99.5% of AUM
Non-Discretionary
$2M
0.5% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Custody
No related registrations reported
| +11.7% /yrover 22 yrs · 48 filings |
Total AUM
$357M
| $356M |
| +11.4% |
| +10.5% |
| +15.4% |
| Non-Disc. AUM | $2M | 12.1% | 29.4% | — |
| Total Accounts | 497 | +3.3% | +3.9% | +4.7% |
| Avg Account Size | $718,782.461 | +7.6% | +5.9% | +10.3% |
| Employees | 5 | 0.0% | +7.7% | +4.7% |
| AUM / Employee | $71M | +11.2% | +2.1% | +10.3% |
Client AUM Segments | |||||
| Wealth AUM | $355M | +11.2% | +10.0% | +15.4% | |
| Institutional AUM | $2M | +5.2% | +27.7% | +57.4% | |
Client Count Segments | |||||
| HNW Clients | 106 | +2.9% | +3.7% | 0.2% | |
| Institutional | 4 | 0.0% | +10.1% | — | |
| Individuals | 86 | 2.3% | 1.5% | +7.0% | |