| As of Date | 03/17/2026 |
| Registration | Virginia, Approved, 04/01/2023 |
|
|
|
| Contact Info | 804 xxxxxxx |
| Websites |
| AUM* | 7,369,287 15% |
| of that, discretionary | 7,369,287 15% |
| Number of Employees | 2 -33% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 409,405 -10% |
| % High Net Worth | 25.00% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds