Overview
- Headquarters
- Richmond, VA
- Total Firm Assets
- $337 million
- Average High-Net-Worth Client Portfolio Size
- $3.1 million
Fee Disclosure
Source: 2026 ADV PART 2-REVISED (2026-04-28) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.00% |
| $2,000,001 | $5,000,000 | 0.75% |
| $5,000,001 | $10,000,000 | 0.30% |
| $10,000,001 | and above | 0.20% |
Stated Minimum Annual Fee: $10,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $42,500 | 0.85% |
| $10 million | $57,500 | 0.58% |
| $50 million | $137,500 | 0.28% |
| $100 million | $237,500 | 0.24% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 89.15%
- Number of High-Net-Worth Clients
- 96
- Total Client Accounts
- 991
- Discretionary Accounts
- 892
- Non-Discretionary Accounts
- 99
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 149615
- 2026 ADV PART 2-REVISED (2026-04-28) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗