| Total AUM | $4.63B |
| Discretionary | $4.44B96% of AUM |
| Non-Discretionary | $187.5M |
| Client Accounts | 7,802 |
| Avg Account Size | $593K |
| Employees | 52 |
| Peak AUM | $4.63BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.6B | +18.3% | +18.6% | +12.9% | |
| Discretionary AUM | |||||
| Total AUM | $4.63B |
| Discretionary | $4.44B |
| Employees | 52 |
| Client Accounts | 7802 |
| Client Range | 101-250 |
Address
50 SCHILLING ROAD
HUNT VALLEY MD 21031
Phone
410-472-5380
Filing History
27 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$4.4B
95.9% of AUM
Non-Discretionary
$188M
4.1% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Custody
Total AUM
$4.6B
| $4.4B |
| +18.4% |
| +17.0% |
| +12.0% |
| Non-Disc. AUM | $188M | +16.1% | — | — |
| Total Accounts | 8k | +8.3% | +13.3% | +13.2% |
| Avg Account Size | $593,105.313 | +9.2% | +4.6% | 0.3% |
| Employees | 52 | +6.1% | +8.9% | +12.0% |
| AUM / Employee | $89M | +11.5% | +8.9% | +0.8% |
Client AUM Segments | |||||
| Wealth AUM | $4.3B | +18.8% | +19.6% | +13.4% | |
| Institutional AUM | $288M | +10.6% | +6.8% | +7.0% | |
Client Count Segments | |||||
| HNW Clients | 1k | +9.1% | +6.3% | +8.6% | |
| Institutional | 78 | +8.3% | +8.3% | +7.8% | |
| Individuals | 755 | +4.4% | +19.2% | +13.2% | |