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CRD 291713
WINCHESTER, VA
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.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BEEMAN, RANDY, R | DIRECTOR OF WEALTH MANAGEMENT | A | yes | 02/2018 | Mar 1, 2021 | Aug 12, 2022 |
| TAYLOR, ADRIAN | MANAGING MEMBER - YHB WEALTH ADVISORS LLC | Na | yes | 12/2017 | Mar 1, 2021 | Aug 12, 2022 |
| Thompson, Curtis | CHIEF COMPLIANCE OFFICER | Na | yes | 02/2018 | Mar 1, 2021 | Aug 12, 2022 |
| YOUNT, HYDE & BARBOUR P.C. | Owner | E | yes | 12/2017 | Mar 1, 2021 | Aug 12, 2022 |
| MOULDEN, S. SCOTT | PRINCIPAL/BOARD OF DIRECTORS - YOUNT, HYDE & BARBOUR P.C. | F | no | 12/2017 | Mar 1, 2021 | Aug 12, 2022 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| YOUNT, HYDE & BARBOUR P.C. | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Leesburg | Va | United States | 1 | no |
| Richmond | Va | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2021 | Aug 31, 2021 | $103M | $103M | 2 | 2 | 2 | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2021 | $110M | n/a | n/a | n/a | n/a | 2 | n/a | 2 | n/a |