DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED

CRD 319

WASHINGTON, DC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5be8fa05-7c87-05b9-76b9-dc5f07c701b2

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 47
Dated events: 15
On other graphs: 0
Observed: Nov 15, 2011 to Mar 27, 2026
32 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=31.0
Regulatory AUM: $797MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $33.6M
Private client RAUM: $789MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 19
RAUM per advisor: $42.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 44
Advisory employees: 22
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 262
Individual clients: 215
High net worth clients: 42
SEC number: 801-67696
CIK: 37846
CRD: 319
Filings on the tape: 32
First filed: Nov 15, 2011
Latest filed: Mar 27, 2026
Organised: Corporation, DE
Website: fnfd.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CHRISTOPHER WILLIAM DURCHANEK	n/a	WASHINGTON D.C., DC \| WASHINGTON, DC	19	31	3	yes
STEPHEN WOODHULL BAKER	n/a	WASHINGTON, DC	19	31	1	yes
BRYAN MATTHEW BAQUER	n/a	WASHINGTON, DC	19	27	1	yes
DANIEL ROURKE HEALEY	n/a	WASHINGTON, DC	19	36	n/a	yes
ANGELA MARIE MOREIRA	n/a	WASHINGTON D.C., DC \| WASHINGTON, DC	18	23	n/a	yes
GEORGE GWYNN HILL	n/a	WASHINGTON, DC	18	49	n/a	yes
LAURA JEANNE FAUL	n/a	WASHINGTON, DC \| WASHINGTON D.C., DC	17	37	n/a	yes
BRIAN EDWARD COLL	n/a	WASHINGTON, DC	11	28	3	yes
MATTHEW GUY BIGELOW	n/a	WASHINGTON, DC	7	13	1	yes
Nicholas Maccoby Folger	n/a	WASHINGTON, DC	4	10	n/a	yes
Andrew Hooper McGregor	n/a	WASHINGTON, DC	4	10	n/a	yes
W WALTER BOOTH	n/a	WASHINGTON, DC	3	42	4	yes
LUCINDA MARGARET CRIST	n/a	WASHINGTON, DC	3	41	n/a	yes
EDWARD KAGANOV	n/a	WASHINGTON, DC	1	21	n/a	yes
Konstantina Karterouli	n/a	WASHINGTON, DC	1	11	n/a	yes
Catherine Elizabeth Portner	n/a	WASHINGTON, DC	1	14	1	yes
Amy Martha Cooper	n/a	WASHINGTON, DC	0	10	n/a	yes
Raymond J McKeating	n/a	CAMBRIDGE, MD	0	28	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CURRENT, JOHN RANDALL	DIRECTOR, EXECUTIVE VICE-PRESIDENT	Na	yes	09/2013	Mar 26, 2014	Sep 3, 2024
FOLGER 2020 TRUST FOR NEIL C. FOLGER	Owner	C	yes	10/2021	Mar 27, 2022	Sep 3, 2024
FOLGER 2020 TRUST FOR NICHOLAS FRY FOLGER	Owner	C	yes	10/2021	Mar 27, 2022	Sep 3, 2024
FOLGER ASSOCIATES LLC	Owner	E	yes	12/2020	Mar 31, 2021	Sep 3, 2024
FOLGER, NEIL CLIFFORD	Trustee	F	yes	12/2023	Mar 27, 2013	Sep 3, 2024
FOLGER, NEIL CLIFFORD	DIRECTOR, CHAIRMAN OF THE BOARD	Na	yes	06/2023	Mar 27, 2013	Sep 3, 2024
FOSTER, RICHARD STEVEN	CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER / CHIEF EXECUTIVE OFFICER / PRESIDENT, ROSFP	Na	yes	04/2005	Nov 15, 2011	Sep 3, 2024
JOHN D FOLGER SECTION 9 TRUST	Owner	C	yes	12/2020	Mar 31, 2021	Sep 3, 2024
SOLOD, SCOTT RICHARD	Cco	Na	yes	04/2024	Apr 25, 2024	Sep 3, 2024
FOLGER 2020 TRUST FOR NEIL C. FOLGER	Owner	A	no	10/2021	Mar 27, 2022	Sep 3, 2024
FOLGER 2020 TRUST FOR NICHOLAS FRY FOLGER	Owner	A	no	10/2021	Mar 27, 2022	Sep 3, 2024
FOLGER, LEE MERRITT	DIRECTOR, SENIOR ADVISOR	Na	no	12/2023	Nov 15, 2011	Sep 3, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC.	n/a	Independent wealth	$1.2B	N	yes	n/a
FOLGER NOLAN FLEMING DOUGLAS INSURANCE AGENCY, INC.	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Cambridge	Md	United States	4	no
HUNT VALLEY	Md	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$797M	$33.6M	44	22	2	n/a	n/a
2024	Mar 27, 2025	$858M	$0	50	25	2	n/a	n/a
2023	Mar 27, 2024	$1.0B	$0	52	25	2	n/a	n/a
2022	Mar 31, 2023	$972M	$0	54	25	2	n/a	n/a
2021	Mar 27, 2022	$449M	$0	50	25	2	n/a	n/a
2020	Mar 31, 2021	$1.0B	$0	40	25	2	n/a	n/a
2019	Mar 24, 2020	$729M	$729M	40	25	2	n/a	n/a
2018	Mar 29, 2019	$867M	$0	40	25	2	n/a	n/a
2017	Mar 29, 2018	$916M	$0	40	25	2	n/a	n/a
2016	Mar 31, 2017	$194M	$0	40	20	n/a	n/a	n/a
2015	Mar 29, 2016	$538M	$0	40	25	n/a	n/a	n/a
2014	Mar 31, 2015	$546M	$0	40	25	n/a	n/a	n/a
2013	Mar 26, 2014	$110M	$0	40	25	n/a	n/a	n/a
2012	Mar 27, 2013	$87.7M	$0	40	25	n/a	n/a	n/a
2011	Mar 5, 2012	$84.4M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	3	-2	15.8%	0	0	0	4	7

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$797M	$858M	-7.0%	$972M	-6.4%	44	50	2	2

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RBC CAPITAL MARKETS, LLC	3	Oct 8, 2025	Sep 12, 2025	CAMBRIDGE, MD	Team lift out	RIA to ibd	15.0%
NEWEDGE ADVISORS	3	Oct 15, 2024	Oct 4, 2024	WASHINGTON, DC	Team lift out	RIA to ibd	15.8%

Relationships

Affiliated with (2)

← FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC.Registered adviserother investment adviser, broker-dealer, common control
factForm ADV
→ FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC.Registered adviserother investment adviser, common control
factForm ADV

Registered with (30)

← Raymond J McKeatingAdvisorregistration: current employment
Mar 11, 2026 to presentfactForm ADV
← Amy Martha CooperAdvisorregistration: current employment
Nov 5, 2025 to presentfactForm ADV
← CHRISTOPHER GEDDY HILLAdvisorregistration: current employment
Jun 13, 2025 to presentfactForm ADV
← Catherine Elizabeth PortnerAdvisorregistration: current employment
Feb 14, 2025 to presentfactForm ADV
← EDWARD KAGANOVAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Konstantina KarterouliAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← W WALTER BOOTHAdvisorregistration: current employment
Sep 22, 2022 to presentfactForm ADV
← LUCINDA MARGARET CRISTAdvisorregistration: current employment
Sep 22, 2022 to presentfactForm ADV
← Andrew Hooper McGregorAdvisorregistration: current employment
Aug 17, 2022 to presentfactForm ADV
← Nicholas Maccoby FolgerAdvisorregistration: current employment
Jun 10, 2022 to presentfactForm ADV
← MATTHEW GUY BIGELOWAdvisorregistration: previous registration
Mar 4, 2014 to Jan 9, 2017factForm ADV
← BRIAN EDWARD COLLAdvisorregistration: current employment
Dec 16, 2014 to presentfactForm ADV
← LAURA JEANNE FAULAdvisorregistration: current employment
Dec 8, 2008 to presentfactForm ADV
← GEORGE GWYNN HILLAdvisorregistration: current employment
Aug 7, 2008 to presentfactForm ADV
← ANGELA MARIE MOREIRAAdvisorregistration: current employment
Oct 12, 2007 to presentfactForm ADV
← DANIEL ROURKE HEALEYAdvisorregistration: current employment
Aug 6, 2007 to presentfactForm ADV
← STEPHEN WOODHULL BAKERAdvisorregistration: current employment
Apr 30, 2007 to presentfactForm ADV
← BRYAN MATTHEW BAQUERAdvisorregistration: current employment
Apr 30, 2007 to presentfactForm ADV
← CHRISTOPHER WILLIAM DURCHANEKAdvisorregistration: current employment
Apr 25, 2007 to presentfactForm ADV
← WILLIAM MAXWELL FRYERAdvisorregistration: previous registration
Aug 4, 2017 to Oct 8, 2025factForm ADV
← KEVIN FLAHERTYAdvisorregistration: previous registration
Aug 4, 2017 to Oct 8, 2025factForm ADV
← Allyson Michelle AdkinsAdvisorregistration: previous registration
Nov 18, 2022 to Oct 8, 2025factForm ADV
← ELIZABETH ANN Reed-HooleAdvisorregistration: previous registration
Apr 29, 2015 to Oct 15, 2024factForm ADV
← JOHN FRANKLIN CLARDYAdvisorregistration: previous registration
Feb 10, 2015 to Oct 15, 2024factForm ADV
← ASHLEY MELISSA WETZELAdvisorregistration: previous registration
Jun 4, 2019 to Oct 15, 2024factForm ADV
← SCOTT RICHARD SOLODAdvisorregistration: previous registration
Apr 1, 2024 to Apr 17, 2024factForm ADV
← John G. SnyderAdvisorregistration: previous registration
Oct 2, 2014 to Jun 8, 2015factForm ADV
← ERIN TOBIN ROGERSAdvisorregistration: previous registration
May 7, 2013 to Dec 20, 2013factForm ADV
← Catherine AglipayAdvisorregistration: previous registration
Sep 30, 2011 to Nov 6, 2013factForm ADV
← EUGENE ANTONIO SARRGEAdvisorregistration: previous registration
Jul 25, 2002 to Jan 13, 2005factForm ADV

Moved with (2)

→ RBC CAPITAL MARKETS, LLCRegistered adviser3 advisors, team lift out, same day
Oct 8, 2025 to Sep 12, 2025factForm ADV
→ NEWEDGE ADVISORSRegistered adviser3 advisors, team lift out, same day
Oct 15, 2024 to Oct 4, 2024factForm ADV

Controls (8)

← FOSTER, RICHARD STEVENOwnerCHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER / CHIEF EXECUTIVE OFFICER / PRESIDENT, ROSFP, ownership code NA, individual
Nov 15, 2011 to Sep 3, 2024factForm ADV
← CURRENT, JOHN RANDALLOwnerDIRECTOR, EXECUTIVE VICE-PRESIDENT, ownership code NA, individual
Mar 26, 2014 to Sep 3, 2024factForm ADV
← SOLOD, SCOTT RICHARDOwnerCCO, ownership code NA, individual
Apr 25, 2024 to Sep 3, 2024factForm ADV
← FOLGER, NEIL CLIFFORDOwnerTRUSTEE, ownership code F, individual
Mar 27, 2013 to Sep 3, 2024factForm ADV
← FOLGER 2020 TRUST FOR NEIL C. FOLGEROwnerOWNER, ownership code C, domestic entity
Mar 27, 2022 to Sep 3, 2024factForm ADV
← FOLGER 2020 TRUST FOR NICHOLAS FRY FOLGEROwnerOWNER, ownership code C, domestic entity
Mar 27, 2022 to Sep 3, 2024factForm ADV
← FOLGER ASSOCIATES LLCOwnerOWNER, ownership code E, domestic entity
Mar 31, 2021 to Sep 3, 2024factForm ADV
← JOHN D FOLGER SECTION 9 TRUSTOwnerOWNER, ownership code C, domestic entity
Mar 31, 2021 to Sep 3, 2024factForm ADV

Owns (3)

← FOLGER, LEE MERRITTOwnerDIRECTOR, SENIOR ADVISOR, ownership code NA, individual
Nov 15, 2011 to Sep 3, 2024factForm ADV
← FOLGER 2020 TRUST FOR NEIL C. FOLGEROwnerOWNER, ownership code A, domestic entity
Mar 27, 2022 to Sep 3, 2024factForm ADV
← FOLGER 2020 TRUST FOR NICHOLAS FRY FOLGEROwnerOWNER, ownership code A, domestic entity
Mar 27, 2022 to Sep 3, 2024factForm ADV

Dated events

Occurred
Oct 8, 2025
Team lift-out
3 advisors left Folger Nolan Fleming Douglas Incorporated (Cambridge, MD) for RBC Capital Markets, LLC on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Oct 8, 2025
Advisor changed firm
William Maxwell Fryer left Folger Nolan Fleming Douglas Incorporated for Rbc Capital Markets, Llc (registered 2025-09-10)
Form ADVobserved 5 days ago
Occurred
Oct 8, 2025
Advisor changed firm
Kevin Flaherty left Folger Nolan Fleming Douglas Incorporated for Rbc Capital Markets, Llc (registered 2025-09-10)
Form ADVobserved 5 days ago
Occurred
Oct 8, 2025
Advisor changed firm
Allyson Michelle Adkins left Folger Nolan Fleming Douglas Incorporated for Rbc Capital Markets, Llc (registered 2025-09-12)
Form ADVobserved 5 days ago
Occurred
Oct 15, 2024
Team lift-out
3 advisors left Folger Nolan Fleming Douglas Incorporated (Washington, DC) for Newedge Advisors on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Oct 15, 2024
Advisor changed firm
Ashley Melissa Wetzel left Folger Nolan Fleming Douglas Incorporated for Newedge Advisors (registered 2024-10-04)
Form ADVobserved 5 days ago
Occurred
Oct 15, 2024
Advisor changed firm
John Franklin Clardy left Folger Nolan Fleming Douglas Incorporated for Newedge Advisors (registered 2024-10-04)
Form ADVobserved 5 days ago
Occurred
Oct 15, 2024
Advisor changed firm
Elizabeth Ann Reed-Hoole left Folger Nolan Fleming Douglas Incorporated for Newedge Advisors (registered 2024-10-04)
Form ADVobserved 5 days ago
Occurred
Apr 25, 2024
Control person left
Joseph Michael Urban (Cco) no longer on Schedule A of Folger Nolan Fleming Douglas Incorporated (listed 2024-03-27, absent 2024-04-25)
Form ADVobserved 5 days ago
Occurred
Apr 25, 2024
Control person joined
Scott Richard Solod (Cco) appeared on Schedule A of Folger Nolan Fleming Douglas Incorporated
Form ADVobserved 5 days ago
Occurred
Apr 17, 2024
Advisor changed firm
Scott Richard Solod left Folger Nolan Fleming Douglas Incorporated for Hammond Iles Wealth Advisors (registered 2024-10-10)
Form ADVobserved 5 days ago
Occurred
Jun 15, 2022
Regulatory AUM changed
Folger Nolan Fleming Douglas Incorporated reported RAUM $1.0B, up 131% from $449.4M (2022-03-27 to 2022-06-15)
Form ADVobserved 5 days ago
$587M
Occurred
Mar 27, 2022
Regulatory AUM changed
Folger Nolan Fleming Douglas Incorporated reported RAUM $449.4M, down 55% from $1.0B (2021-03-31 to 2022-03-27)
Form ADVobserved 5 days ago
$-551M
Occurred
Mar 31, 2021
Regulatory AUM changed
Folger Nolan Fleming Douglas Incorporated reported RAUM $1.0B, up 37% from $729.2M (2020-07-29 to 2021-03-31)
Form ADVobserved 5 days ago
$271M
Occurred
Mar 29, 2018
Regulatory AUM changed
Folger Nolan Fleming Douglas Incorporated reported RAUM $915.7M, up 371% from $194.4M (2017-09-29 to 2018-03-29)
Form ADVobserved 5 days ago
$721M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5be8fa05-7c87-05b9-76b9-dc5f07c701b2
First observed: Nov 15, 2011
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED

CRD 319

WASHINGTON, DC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5be8fa05-7c87-05b9-76b9-dc5f07c701b2

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:02 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHRISTOPHER WILLIAM DURCHANEK

n/a

WASHINGTON D.C., DC | WASHINGTON, DC

yes

STEPHEN WOODHULL BAKER

n/a

WASHINGTON, DC

yes

BRYAN MATTHEW BAQUER

n/a

WASHINGTON, DC

yes

DANIEL ROURKE HEALEY

n/a

WASHINGTON, DC

n/a

yes

ANGELA MARIE MOREIRA

n/a

WASHINGTON D.C., DC | WASHINGTON, DC

n/a

yes

GEORGE GWYNN HILL

n/a

WASHINGTON, DC

n/a

yes

LAURA JEANNE FAUL

n/a

WASHINGTON, DC | WASHINGTON D.C., DC

n/a

yes

BRIAN EDWARD COLL

n/a

WASHINGTON, DC

yes

MATTHEW GUY BIGELOW

n/a

WASHINGTON, DC

yes

Nicholas Maccoby Folger

n/a

WASHINGTON, DC

n/a

yes

Andrew Hooper McGregor

n/a

WASHINGTON, DC

n/a

yes

W WALTER BOOTH

n/a

WASHINGTON, DC

yes

LUCINDA MARGARET CRIST

n/a

WASHINGTON, DC

n/a

yes

EDWARD KAGANOV

n/a

WASHINGTON, DC

n/a

yes

Konstantina Karterouli

n/a

WASHINGTON, DC

n/a

yes

Catherine Elizabeth Portner

n/a

WASHINGTON, DC

yes

Amy Martha Cooper

n/a

WASHINGTON, DC

n/a

yes

Raymond J McKeating

n/a

CAMBRIDGE, MD

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CURRENT, JOHN RANDALL

DIRECTOR, EXECUTIVE VICE-PRESIDENT

yes

09/2013

Mar 26, 2014

Sep 3, 2024

FOLGER 2020 TRUST FOR NEIL C. FOLGER

Owner

yes

10/2021

Mar 27, 2022

Sep 3, 2024

FOLGER 2020 TRUST FOR NICHOLAS FRY FOLGER

Owner

yes

10/2021

Mar 27, 2022

Sep 3, 2024

FOLGER ASSOCIATES LLC

Owner

yes

12/2020

Mar 31, 2021

Sep 3, 2024

FOLGER, NEIL CLIFFORD

Trustee

yes

12/2023

Mar 27, 2013

Sep 3, 2024

FOLGER, NEIL CLIFFORD

DIRECTOR, CHAIRMAN OF THE BOARD

yes

06/2023

Mar 27, 2013

Sep 3, 2024

FOSTER, RICHARD STEVEN

CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER / CHIEF EXECUTIVE OFFICER / PRESIDENT, ROSFP

yes

04/2005

Nov 15, 2011

Sep 3, 2024

JOHN D FOLGER SECTION 9 TRUST

Owner

yes

12/2020

Mar 31, 2021

Sep 3, 2024

SOLOD, SCOTT RICHARD

Cco

yes

04/2024

Apr 25, 2024

Sep 3, 2024

FOLGER 2020 TRUST FOR NEIL C. FOLGER

Owner

10/2021

Mar 27, 2022

Sep 3, 2024

FOLGER 2020 TRUST FOR NICHOLAS FRY FOLGER

Owner

10/2021

Mar 27, 2022

Sep 3, 2024

FOLGER, LEE MERRITT

DIRECTOR, SENIOR ADVISOR

12/2023

Nov 15, 2011

Sep 3, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC.

n/a

Independent wealth

$1.2B

yes

n/a

FOLGER NOLAN FLEMING DOUGLAS INSURANCE AGENCY, INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Cambridge

United States

HUNT VALLEY

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$797M

$33.6M

n/a

2024

Mar 27, 2025

$858M

n/a

2023

Mar 27, 2024

$1.0B

n/a

2022

Mar 31, 2023

$972M

n/a

2021

Mar 27, 2022

$449M

n/a

2020

Mar 31, 2021

$1.0B

n/a

2019

Mar 24, 2020

$729M

n/a

2018

Mar 29, 2019

$867M

n/a

2017

Mar 29, 2018

$916M

n/a

2016

Mar 31, 2017

$194M

n/a

2015

Mar 29, 2016

$538M

n/a

2014

Mar 31, 2015

$546M

n/a

2013

Mar 26, 2014

$110M

n/a

2012

Mar 27, 2013

$87.7M

n/a

2011

Mar 5, 2012

$84.4M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

15.8%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$797M

$858M

-7.0%

$972M

-6.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RBC CAPITAL MARKETS, LLC

Oct 8, 2025

Sep 12, 2025

CAMBRIDGE, MD

Team lift out

RIA to ibd

15.0%

NEWEDGE ADVISORS

Oct 15, 2024

Oct 4, 2024

WASHINGTON, DC

Team lift out

RIA to ibd

15.8%