Chevy Chase, MD | Annapolis, MD | Falls Church, VA | |
|---|---|---|---|
| Assets under management | $1.55B | $1.64B | $1.47B |
| Asset growth, last 2 years | +17% | +38% | +31% |
| Advisory staff | 6 | 15 | 11 |
| Individual clients | 338 | 2,664 | 860 |
| Assets per client | $4.6M | $617K | $1.7M |
| Clients per advisor | 56 | 178 | 78 |
| Main custodian | Schwab | Schwab | Pershing |
| Filing with the SEC since | 2023 | 2013 | 2012 or earlier |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 11 | 15 | 12 |
From each firm's latest Form ADV (Aug 2026, Oct 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.