| Total AUM | $176.4M |
| Discretionary | $176.4M100% of AUM |
| Client Accounts | 528 |
| Avg Account Size | $334K |
| Employees | 5 |
| Peak AUM | $176.4MMar 2026 |
Total AUM
$176M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $176M | +26.5% | — | — | |
| Discretionary AUM | $176M | ||||
| Total AUM | $176.4M |
| Discretionary | $176.4M |
| Employees | 5 |
| Client Accounts | 528 |
| Client Range | 0 |
Address
10500 LITTLE PATUXENT PARKWAY
COLUMBIA MD 21044
Phone
301-804-0250
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$176M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| — |
| — |
| Total Accounts | 528 | +5.8% | — | — |
| Avg Account Size | $334,083.538 | +19.6% | — | — |
| Employees | 5 | +25.0% | +73.6% | — |
| AUM / Employee | $35M | +1.2% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $173M | +26.1% | — | — | |
| Other AUM | $3M | +56.0% | — | — | |
Client Count Segments | |||||
| HNW Clients | 96 | +3.2% | — | — | |
| Individuals | 61 | +10.9% | — | — | |