| Total AUM | $677.1M |
| Discretionary | $677.1M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $169.3M |
| Employees | 9 |
| Peak AUM | $1.35BMar 2020 |
| AUM CAGR | +7.0% /yrover 25 yrs · 30 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $677M | 2.2% | 3.5% | 9.9% | |
| Discretionary AUM | $677M | ||||
| Total AUM | $677.1M |
| Discretionary | $677.1M |
| Employees | 9 |
| Client Accounts | 4 |
Address
106 ANNJO COURT
FOREST VA 24551-2630
Phone
434-846-1361
Filing History
30 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$677M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$677M
| 2.2% |
| 3.5% |
| 9.9% |
| Total Accounts | 4 | 0.0% | 12.6% | 7.6% |
| Avg Account Size | $169M | 2.2% | +10.5% | 2.6% |
| Employees | 9 | 0.0% | 11.5% | 13.5% |
| AUM / Employee | $75M | 2.2% | +9.1% | +4.1% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $677M | 2.2% | 3.5% | 9.9% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |