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CRD 164700
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| CHARLES EDWARD DONALIES | Certified Financial Planner | WASHINGTON, DC | 2 | 16 | 2 | no |
| Courtney Hunter Calotta | Certified Financial Planner | CHESTER, VT | WASHINGTON, DC | 1 | 12 | 1 | no |
| IRINA GABIDULLINA | Certified Financial Planner | POTOMAC, MD | WASHINGTON, DC | 1 | 18 | 1 | no |
| Catherine Anne Kirchner | n/a | WASHINGTON, DC | COLSTRIP, MT | 1 | 11 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DONALIES, CHARLES, EDWARD | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | yes | 04/2012 | Nov 20, 2024 | Nov 20, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 25, 2026 | $205M | $205M | 5 | 4 | 4 | n/a | n/a |
| 2024 | Apr 7, 2025 | $180M | $180M | 5 | 3 | 4 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 3 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $205M | $180M | 13.5% | n/a | n/a | 5 | 5 | 4 | 4 |