| Total AUM | $463.8M |
| Discretionary | $463.8M100% of AUM |
| Client Accounts | 423 |
| Avg Account Size | $1.1M |
| Employees | 9 |
| Peak AUM | $961.5MMar 2015 |
| AUM CAGR | -0.3% /yrover 25 yrs · 45 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $464M | 42.7% | 13.3% | 10.9% | |
| Discretionary AUM | $464M | ||||
| Total AUM | $463.8M |
| Discretionary | $463.8M |
| Employees | 9 |
| Client Accounts | 423 |
| Client Range | 0 |
Address
303 INTERNATIONAL CIRCLE
HUNT VALLEY MD 21030
Phone
410-400-8500
Filing History
45 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$464M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$464M
| 42.7% |
| 13.3% |
| 10.9% |
| Total Accounts | 423 | 46.5% | +8.9% | 11.5% |
| Avg Account Size | $1M | +7.1% | 20.4% | +0.7% |
| Employees | 9 | 0.0% | 0.0% | 2.1% |
| AUM / Employee | $52M | 42.7% | 13.3% | 9.0% |
Client AUM Segments | |||||
| Wealth AUM | $432M | 43.2% | 13.5% | 8.8% | |
| Institutional AUM | $32M | 36.2% | 11.5% | 25.5% | |
Client Count Segments | |||||
| HNW Clients | 78 | 29.1% | 20.1% | 13.7% | |
| Individuals | 170 | 7.1% | +4.0% | 3.8% | |