Glen Allen, VA | Arlington, VA | ||
|---|---|---|---|
| Assets under management | $66.2M | $70M | $69.6M |
| Asset growth, last 2 years | – | +46% | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 25 | 81 | 63 |
| Assets per client | $2.6M | $864K | $1.1M |
| Clients per advisor | 25 | 81 | 63 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2026 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Feb 2026, Mar 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.