| Total AUM | $1.65B |
| Discretionary | $897.6M54% of AUM |
| Non-Discretionary | $755.3M |
| Client Accounts | 1,877 |
| Avg Account Size | $881K |
| Employees | 8 |
| Peak AUM | $1.65BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.7B | +9.0% | +13.9% | +10.9% | |
| Discretionary AUM | |||||
| Total AUM | $1.65B |
| Discretionary | $897.6M |
| Employees | 8 |
| Client Accounts | 1877 |
| Client Range | 251-500 |
Address
210 EAST FEDERAL STREET
MIDDLEBURG VA 20117
Phone
540-687-5090
Filing History
39 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$898M
54.3% of AUM
Non-Discretionary
$755M
45.7% of AUM
Disc. mix ▼ 0.4pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$1.7B
| $898M |
| +8.2% |
| +6.6% |
| +5.7% |
| Non-Disc. AUM | $755M | +9.9% | +26.3% | +19.8% |
| Total Accounts | 2k | +13.5% | +10.4% | +13.3% |
| Avg Account Size | $880,577.928 | 4.0% | +3.2% | 2.2% |
| Employees | 8 | 0.0% | 0.0% | +2.7% |
| AUM / Employee | $207M | +9.0% | +13.9% | +7.9% |
Client AUM Segments | |||||
| Wealth AUM | $1.4B | +9.1% | +13.3% | +8.3% | |
| Institutional AUM | $252M | +8.4% | +17.5% | +39.0% | |
Client Count Segments | |||||
| HNW Clients | 204 | +9.1% | +7.3% | +3.6% | |
| Institutional | 67 | +9.8% | +6.6% | +6.9% | |
| Individuals | 161 | 2.4% | 1.7% | +3.0% | |