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CRD 149230
ARLINGTON, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| ELIZABETH STRICKLAND LARSON | Chartered Financial Analyst | ARLINGTON, VA | 13 | 34 | 1 | no |
| WILLIAM CALVIN PITT | n/a | ARLINGTON, VA | 13 | 32 | 2 | no |
| DAMON ANTHONY WHITE | n/a | ARLINGTON, VA | MCLEAN, VA | 13 | 22 | 1 | no |
| ROSS JOHNSON LOOMIS | Chartered Financial Analyst | ARLINGTON, VA | VIRGINIA BEACH, VA | 12 | 12 | n/a | no |
| ERIC JOSEF SCHAEFER | Certified Financial Planner | ARLINGTON, VA | 11 | 16 | 2 | no |
| ANDREW THOMAS SPONAUGLE | Certified Financial Planner | ARLINGTON, VA | 8 | 18 | 2 | no |
| MITCHEL SCHLESINGER | Chartered Financial Analyst | ARLINGTON, VA | 5 | 30 | 3 | no |
| JONI ROBERTA ALT | Certified Financial Planner | ARLINGTON, VA | 4 | 40 | 3 | no |
| Brian Matthew Fyock | Certified Financial Planner | ARLINGTON, VA | 2 | 10 | n/a | no |
| Camille Jayde Svitek | Certified Financial Planner|Chartered Financial Analyst | WASHINGTON, DC | ARLINGTON, VA | 2 | 11 | 2 | no |
| Eric Andrew Dzik | n/a | ARLINGTON, VA | 2 | 13 | n/a | no |
| Eliot Simon | Certified Financial Planner | ARLINGTON, VA | 1 | 12 | 2 | no |
| Anh Thi Nguyen | Chartered Financial Consultant | ARLINGTON, VA | 1 | 10 | 2 | no |
| Sean Patrick Rogers | n/a | ARLINGTON, VA | 1 | 12 | n/a | no |
| Brett Ryan Schmader | n/a | ARLINGTON, VA | 0 | 11 | 1 | no |
| Brandon David Wolf | Certified Financial Planner | ARLINGTON, VA | ANNAPOLIS, MD | EDGEWATER, MD | 0 | 18 | 1 | no |
| Sara Stainback Cortes | Certified Financial Planner | BETHESDA, MD | ARLINGTON, VA | 0 | 16 | n/a | no |
| Luke Michael Salzer | n/a | ARLINGTON, VA | 0 | 13 | 1 | no |
| Christopher James Cutlip | Certified Financial Planner | ARLINGTON, VA | 0 | 11 | 1 | no |
| Owen Edward Eldridge | n/a | ARLINGTON, VA | 0 | 10 | n/a | no |
| STEVEN ANDREW TOMISEK | Certified Financial Planner | ARLINGTON, VA | 0 | 17 | 2 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| COCKE, CHARLES, POLLARD | Trustee | F | yes | 03/2009 | Dec 14, 2011 | Oct 30, 2024 |
| COCKE, ELIZABETH | Trustee | F | yes | 03/2009 | Dec 14, 2011 | Oct 30, 2024 |
| McClean, Estela, M. | Trustee | F | yes | 01/2024 | Mar 28, 2024 | Oct 30, 2024 |
| PITT, WILLIAM, CALVIN | PRESIDENT/CO-FOUNDER | D | yes | 03/2009 | Dec 14, 2011 | Oct 30, 2024 |
| SUMNER, KRIS, LEE | CHIEF COMPLIANCE OFFICER | Na | yes | 05/2023 | Jun 23, 2023 | Oct 30, 2024 |
| WHITE, DAMON, ANTHONY | CHIEF OPERATING OFFICER/CO-FOUNDER | B | yes | 03/2009 | Dec 14, 2011 | Oct 30, 2024 |
| CHARLES P. COCKE TRUST | Member | A | no | 03/2009 | Dec 14, 2011 | Oct 30, 2024 |
| COCKE, CHARLES, POLLARD | TRUSTEE - CHARLES P. COCKE TRUST | A | no | 03/2009 | Dec 14, 2011 | Oct 30, 2024 |
| COCKE, ELIZABETH | TRUSTEE - CHARLES P. COCKE TRUST | A | no | 03/2009 | Dec 14, 2011 | Oct 30, 2024 |
| MARSHALL C. MCCLEAN IRREVOCABLE TRUST | Member | A | no | 01/2024 | Mar 28, 2024 | Oct 30, 2024 |
| McClean, Estela, M. | TRUSTEE - MARSHALL C. MCCLEAN IRREVOCABLE TRUST | A | no | 01/2024 | Mar 28, 2024 | Oct 30, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Gainesville | Va | United States | 1 | no |
| VIRGINIA BEACH | Va | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $1.3B | $1.3B | 24 | 17 | 5 | n/a | n/a |
| 2024 | Mar 28, 2025 | $1.2B | $1.1B | 24 | 15 | 4 | n/a | n/a |
| 2023 | Mar 28, 2024 | $1.1B | $1.0B | 21 | 12 | 6 | n/a | n/a |
| 2022 | Mar 31, 2023 | $800M | $791M | 16 | 11 | 1 | n/a | n/a |
| 2021 | Mar 30, 2022 | $857M | $822M | 17 | 8 | 1 | n/a | n/a |
| 2020 | Mar 20, 2021 | $737M | $704M | 11 | 7 | 1 | n/a | n/a |
| 2019 | Mar 11, 2020 | $654M | $626M | 12 | 7 | 1 | n/a | n/a |
| 2018 | Mar 15, 2019 | $552M | $516M | 13 | 8 | 1 | n/a | n/a |
| 2017 | Mar 28, 2018 | $540M | $502M | 11 | 8 | 0 | n/a | n/a |
| 2016 | Mar 21, 2017 | $427M | $399M | 9 | 7 | n/a | n/a | n/a |
| 2015 | Mar 22, 2016 | $397M | $365M | 9 | 7 | n/a | n/a | n/a |
| 2014 | Mar 20, 2015 | $402M | $366M | 9 | 5 | n/a | n/a | n/a |
| 2013 | Mar 28, 2014 | $344M | $301M | 8 | 4 | n/a | n/a | n/a |
| 2012 | Mar 6, 2013 | $296M | $262M | 7 | 4 | n/a | n/a | n/a |
| 2011 | Mar 19, 2012 | $262M | $231M | n/a | n/a | n/a | 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 |
|---|---|---|---|---|---|---|---|---|
| 5 | 1 | 4 | 5.0% | 1 | 0 | 0 | 8 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.3B | $1.2B | 12.6% | $800M | 18.5% | 24 | 24 | 7 | 4 |