Overview
- Headquarters
- Reston, VA
- Total Firm Assets
- $15.7 billion
- Average High-Net-Worth Client Portfolio Size
- $9.0 million
- Stated Minimum Account Size
- $1,000,000
Recent Rankings
Barron's 2025:
93
Barron's 2024:
61
Fee Disclosure
Source: ADV PART 2A JANUARY 2026 (2026-01-14)
· View brochure text
Latest filing: ADV PART 2A MARCH 2026 (2026-03-27)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.20% |
| $1,000,001 | $3,000,000 | 0.90% |
| $3,000,001 | $5,000,000 | 0.80% |
| $5,000,001 | $10,000,000 | 0.60% |
| $10,000,001 | $25,000,000 | 0.55% |
| $25,000,001 | $50,000,000 | 0.50% |
| $50,000,001 | $100,000,000 | 0.45% |
| $100,000,001 | and above | 0.40% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,000 | 1.20% |
| $5 million | $46,000 | 0.92% |
| $10 million | $76,000 | 0.76% |
| $50 million | $283,500 | 0.57% |
| $100 million | $508,500 | 0.51% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 43.71%
- Number of High-Net-Worth Clients
- 759
- Total Client Accounts
- 1,147
- Discretionary Accounts
- 1,136
- Non-Discretionary Accounts
- 11
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 111113
- ADV PART 2A MARCH 2026 (2026-03-27) · View brochure text
- ADV PART 2A JANUARY 2026 (2026-01-14) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗