Overview
- Headquarters
- Richmond, VA
- Total Firm Assets
- $1.2 billion
- Average High-Net-Worth Client Portfolio Size
- $3.4 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: ADV PART 2A (2025-09-30)
· View brochure text
Latest filing: ADV PART 2A (2026-03-18)
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| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.50% |
| $500,001 | $1,000,000 | 1.25% |
| $1,000,001 | $2,500,000 | 1.00% |
| $2,500,001 | $4,000,000 | 0.85% |
| $4,000,001 | $5,500,000 | 0.75% |
| $5,500,001 | $7,000,000 | 0.70% |
| $7,000,001 | $8,500,000 | 0.65% |
| $8,500,001 | $10,000,000 | 0.60% |
| $10,000,001 | and above | 0.55% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $13,750 | 1.38% |
| $5 million | $49,000 | 0.98% |
| $10 million | $82,000 | 0.82% |
| $50 million | $302,000 | 0.60% |
| $100 million | $577,000 | 0.58% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 76.88%
- Number of High-Net-Worth Clients
- 265
- Total Client Accounts
- 1,935
- Discretionary Accounts
- 1,935
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 106744
- ADV PART 2A (2026-03-18) · View brochure text
- ADV PART 2A (2025-09-30) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗