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% of assets managed in North Chesterfield, VA

State registeredNo commissions reported

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Public-record details

Address: 222 North Arch Road, North Chesterfield, VA 23236
Phone: (804) 897-4844
Listed under: % of assets managed, Retirement plan consulting
CRD number: 326027
Registration: State registered: VA
Compensation (Form ADV 5.E): Percentage of assets under management; Other (Referral Fees)
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers
Regulatory assets under management: $50.7 million
Accounts managed: 311
Clients reported (Form ADV 5.D): 259
Individual / high-net-worth clients: 234 / 25
Employees: 3
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-09-24

State registered (VA) investment adviser, CRD 326027, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 326027 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.