Overview
- Headquarters
- Richmond, VA
- Total Firm Assets
- $10.3 billion
- Average High-Net-Worth Client Portfolio Size
- $3.4 million
Recent Rankings
Forbes 2025: 96
Barron's 2025:
71
Barron's 2024:
68
Fee Disclosure
Source: CSPIA FORM ADV PART 2A FIRM BROCHURE DATED 03/30/2026 (2026-03-30)
· View brochure text
Latest filing: CSPIA FORM ADV PART 2A WRAP BROCHURE DATED 03/30/2026 (2026-03-30)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.50% |
| $500,001 | $1,000,000 | 1.00% |
| $1,000,001 | $3,000,000 | 0.85% |
| $3,000,001 | $5,000,000 | 0.75% |
| $5,000,001 | $10,000,000 | 0.65% |
| $10,000,001 | $25,000,000 | 0.50% |
| $25,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,500 | 1.25% |
| $5 million | $44,500 | 0.89% |
| $10 million | $77,000 | 0.77% |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 72.62%
- Number of High-Net-Worth Clients
- 2,175
- Total Client Accounts
- 16,731
- Discretionary Accounts
- 10,130
- Non-Discretionary Accounts
- 6,601
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 128545
- CSPIA FORM ADV PART 2A FIRM BROCHURE DATED 03/30/2026 (2026-03-30) (fee schedule source) · View brochure text
- CSPIA FORM ADV PART 2A WRAP BROCHURE DATED 03/30/2026 (2026-03-30) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗