Overview
- Headquarters
- Richmond, VA
- Total Firm Assets
- $1.0 billion
- Average High-Net-Worth Client Portfolio Size
- $0.7 million
- Stated Minimum Account Size
- $100,000
Fee Disclosure
Source: FORM ADV 2A (2026-03-27)
· View brochure text
Latest filing: DWA ADV PART 2 (2026-03-27)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $2,000,000 | 0.85% |
| $2,000,001 | and above | 0.75% |
Stated Minimum Annual Fee: $2,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $41,000 | 0.82% |
| $10 million | $78,500 | 0.78% |
| $50 million | $378,500 | 0.76% |
| $100 million | $753,500 | 0.75% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 32.62%
- Number of High-Net-Worth Clients
- 479
- Total Client Accounts
- 840
- Discretionary Accounts
- 840
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 104925
- DWA ADV PART 2 (2026-03-27) · View brochure text
- FORM ADV 2A (2026-03-27) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗