Overview
- Headquarters
- Richmond, VA
- Total Firm Assets
- $1.6 billion
- Average High-Net-Worth Client Portfolio Size
- $2.7 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: ADV PART II - A - BROCHURE (2026-05-05)
· View brochure text
Latest filing: ADV PART 2B - BROCHURE SUPPLEMENT (2026-05-05)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $2,000,000 | 0.75% |
| $2,000,001 | and above | 0.50% |
Stated Minimum Annual Fee: $5,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $32,500 | 0.65% |
| $10 million | $57,500 | 0.58% |
| $50 million | $257,500 | 0.52% |
| $100 million | $507,500 | 0.51% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 76.16%
- Number of High-Net-Worth Clients
- 440
- Total Client Accounts
- 1,876
- Discretionary Accounts
- 1,860
- Non-Discretionary Accounts
- 16
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 105650
- ADV PART 2B - BROCHURE SUPPLEMENT (2026-05-05) · View brochure text
- ADV PART II - A - BROCHURE (2026-05-05) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗