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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

SALOMON AND LUDWIN

SALOMON AND LUDWIN, LLC, CRD 292456

RICHMOND, VA

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:e007c6a1-48aa-01ba-4eb0-2f7b36d14cf7

Data as of Jul 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 13
On other graphs: 0
Observed: Jan 23, 2018 to Jul 17, 2026
41 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=0.98 fund_share=0.02 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $1.3BItem 5.F on the latest filing (2026-07-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.3B
Private client RAUM: $1.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $223Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,602
Individual clients: 196
High net worth clients: 263
Custody, client assets: $946M
SEC number: 801-112494
CRD: 292456
Filings on the tape: 41
First filed: Jan 23, 2018
Latest filed: Jul 17, 2026
Organised: Limited Liability Company, VA

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
JACOB ERIC SALOMON	Certified Financial Planner	RICHMOND, VA	8	13	1	yes
DALAL MARIA SALOMON	n/a	RICHMOND, VA	8	44	2	no
DANIEL BUFORD LUDWIN	n/a	RICHMOND, VA	8	32	2	no
DAVID STAPLES	Certified Financial Planner	RICHMOND, VA	8	17	2	no
ALLISON HOPE GREGORY	n/a	RICHMOND, VA	1	21	5	no
SARA FRAZIER GOCHENOUR	n/a	RICHMOND, VA	0	15	2	no

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
GOCHENOUR, SARA, FRAZIER	CHIEF OPERATING OFFICER	Na	yes	05/2026	Jul 17, 2026	Jul 17, 2026
LUDWIN, DANIEL, BUFORD	President	C	yes	01/2018	Jul 17, 2026	Jul 17, 2026
SALOMON, DALAL, MARIA	CHIEF FINANCIAL OFFICER	B	yes	01/2018	Jul 17, 2026	Jul 17, 2026
SALOMON, JACOB, ERIC	CHIEF COMPLIANCE OFFICER	C	yes	07/2023	Jul 17, 2026	Jul 17, 2026
DALAL M SALOMON REVOCABLE TRUST	Owner	B	yes	01/2018	Mar 1, 2018	Dec 10, 2024
DANIEL B. LUDWIN REVOCABLE TRUST	Owner	C	yes	01/2018	Mar 1, 2018	Dec 10, 2024
HENDRICKS, ELIZABETH, PETTLER	CHIEF OPERATING OFFICER	Na	yes	04/2022	Mar 30, 2023	Dec 10, 2024
LUDWIN, DANIEL, BUFORD	Trustee	E	yes	01/2018	Jan 23, 2018	Dec 10, 2024
SALOMON, DALAL, MARIA	Trustee	E	yes	01/2018	Jan 23, 2018	Dec 10, 2024

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	Feb 17, 2026	$1.3B	$1.3B	12	6	0	n/a	n/a
2024	Apr 16, 2025	$1.2B	$1.2B	11	6	0	n/a	n/a
2023	Mar 27, 2024	$1.7B	$1.7B	12	7	1	n/a	n/a
2022	Mar 30, 2023	$1.2B	$1.2B	11	7	0	n/a	n/a
2021	Feb 18, 2022	$1.1B	$1.1B	11	7	0	n/a	n/a
2020	Mar 30, 2021	$1.1B	$804M	10	6	0	n/a	n/a
2019	Mar 9, 2020	$965M	$719M	11	6	0	n/a	n/a
2018	Mar 26, 2019	$949M	$578M	13	7	0	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	0	1	0.0%	0	0	0	2	2

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	$1.3B	$1.2B	9.0%	$1.2B	3.0%	12	11	0	0

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
FOUNDERS GROVE WEALTH PARTNERS, LLC	2	Jun 25, 2024	May 24, 2024	RICHMOND, VA	Team lift out	RIA to new firm	33.3%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WELLS FARGO ADVISORS	6	Apr 4, 2018	Apr 10, 2018	RICHMOND, VA	Team lift out	Wirehouse to RIA	0.4%

Relationships

Registered with (9)

← SARA FRAZIER GOCHENOURAdvisorregistration: current employment
May 19, 2026 to presentfactForm ADV
← ALLISON HOPE GREGORYAdvisorregistration: current employment
Dec 6, 2024 to presentfactForm ADV
← DAVID STAPLESAdvisorregistration: current employment
Apr 10, 2018 to presentfactForm ADV
← DALAL MARIA SALOMONAdvisorregistration: current employment
Apr 2, 2018 to presentfactForm ADV
← DANIEL BUFORD LUDWINAdvisorregistration: current employment
Apr 2, 2018 to presentfactForm ADV
← JACOB ERIC SALOMONAdvisorregistration: current employment
Mar 1, 2018 to presentfactForm ADV
← JEREMIAH ROBERT WINTERSAdvisorregistration: previous registration
Apr 10, 2018 to Jun 25, 2024factForm ADV
← CATHERINE MICHAUX CHEWNING ATWOODAdvisorregistration: previous registration
Apr 10, 2018 to Jun 25, 2024factForm ADV
← CHRISTINE AMILL CENTENOAdvisorregistration: previous registration
Apr 10, 2018 to Oct 1, 2018factForm ADV

Controls (6)

← SALOMON, DALAL, MARIAOwnerTRUSTEE, ownership code E, individual
Jan 23, 2018 to Dec 10, 2024factForm ADV
← LUDWIN, DANIEL, BUFORDOwnerTRUSTEE, ownership code E, individual
Jan 23, 2018 to Dec 10, 2024factForm ADV
← HENDRICKS, ELIZABETH, PETTLEROwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 30, 2023 to Dec 10, 2024factForm ADV
← SALOMON, JACOB, ERICOwnerVICE PRESIDENT (10/2021) AND CHIEF COMPLIANCE OFFICER (7-2023), ownership code C, individual
Dec 3, 2021 to Dec 10, 2024factForm ADV
← DALAL M SALOMON REVOCABLE TRUSTOwnerOWNER, ownership code B, domestic entity
Mar 1, 2018 to Dec 10, 2024factForm ADV
← DANIEL B. LUDWIN REVOCABLE TRUSTOwnerOWNER, ownership code C, domestic entity
Mar 1, 2018 to Dec 10, 2024factForm ADV

Moved with (2)

→ FOUNDERS GROVE WEALTH PARTNERS, LLCRegistered adviser2 advisors, team lift out, same day
Jun 25, 2024 to May 24, 2024factForm ADV
← WELLS FARGO ADVISORSRegistered adviser6 advisors, team lift out, same day
Apr 4, 2018 to Apr 10, 2018factForm ADV

Dated events

Occurred
Apr 16, 2025
Regulatory AUM changed
Salomon And Ludwin reported RAUM $1.2B, down 28% from $1.7B (2024-12-10 to 2025-04-16)
Form ADVobserved 4 days ago
$-483M
Occurred
Jun 25, 2024
Team lift-out
2 advisors left Salomon And Ludwin (Richmond, VA) for Founders Grove Wealth Partners, LLC on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Jun 25, 2024
Advisor changed firm
Catherine Michaux Chewning Atwood left Salomon And Ludwin for Founders Grove Wealth Partners, Llc (registered 2024-05-24)
Form ADVobserved 4 days ago
Occurred
Jun 25, 2024
Advisor changed firm
Jeremiah Robert Winters left Salomon And Ludwin for Founders Grove Wealth Partners, Llc (registered 2024-05-24)
Form ADVobserved 4 days ago
Occurred
Mar 27, 2024
Regulatory AUM changed
Salomon And Ludwin reported RAUM $1.7B, up 40% from $1.2B (2023-12-08 to 2024-03-27)
Form ADVobserved 4 days ago
$486M
Occurred
Jul 31, 2023
Control person left
Lewis Wilburn Doyle (Chief Compliance Officer) no longer on Schedule A of Salomon And Ludwin (listed 2023-03-30, absent 2023-07-31)
Form ADVobserved 4 days ago
Occurred
Mar 30, 2023
Control person joined
Pettler Elizabeth Johnson (Chief Operating Officer) appeared on Schedule A of Salomon And Ludwin
Form ADVobserved 4 days ago
Occurred
Dec 3, 2021
Control person joined
Eric Jacob Salomon (Owner) appeared on Schedule A of Salomon And Ludwin
Form ADVobserved 4 days ago
Occurred
Jan 27, 2021
Control person joined
Lewis Wilburn Doyle (Chief Compliance Officer) appeared on Schedule A of Salomon And Ludwin
Form ADVobserved 4 days ago
Occurred
Jan 27, 2021
Control person left
Wayne Lance Whittemore (Chief Compliance Officer) no longer on Schedule A of Salomon And Ludwin (listed 2020-10-29, absent 2021-01-27)
Form ADVobserved 4 days ago
Occurred
Mar 9, 2020
Control person joined
Wayne Lance Whittemore (Chief Compliance Officer) appeared on Schedule A of Salomon And Ludwin
Form ADVobserved 4 days ago
Occurred
Mar 9, 2020
Control person left
White Polly Cordle (Chief Compliance Officer) no longer on Schedule A of Salomon And Ludwin (listed 2019-11-20, absent 2020-03-09)
Form ADVobserved 4 days ago
Occurred
Jan 23, 2018
First Form ADV filing
Salomon And Ludwin filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e007c6a1-48aa-01ba-4eb0-2f7b36d14cf7
First observed: Jan 23, 2018
Last observed: Jul 17, 2026 2 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.

SALOMON AND LUDWIN

SALOMON AND LUDWIN, LLC, CRD 292456

RICHMOND, VA

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:e007c6a1-48aa-01ba-4eb0-2f7b36d14cf7

Data as of Jul 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:41 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JACOB ERIC SALOMON

Certified Financial Planner

RICHMOND, VA

yes

DALAL MARIA SALOMON

n/a

RICHMOND, VA

DANIEL BUFORD LUDWIN

n/a

RICHMOND, VA

DAVID STAPLES

Certified Financial Planner

RICHMOND, VA

ALLISON HOPE GREGORY

n/a

RICHMOND, VA

SARA FRAZIER GOCHENOUR

n/a

RICHMOND, VA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GOCHENOUR, SARA, FRAZIER

CHIEF OPERATING OFFICER

yes

05/2026

Jul 17, 2026

LUDWIN, DANIEL, BUFORD

President

yes

01/2018

Jul 17, 2026

SALOMON, DALAL, MARIA

CHIEF FINANCIAL OFFICER

yes

01/2018

Jul 17, 2026

SALOMON, JACOB, ERIC

CHIEF COMPLIANCE OFFICER

yes

07/2023

Jul 17, 2026

DALAL M SALOMON REVOCABLE TRUST

Owner

yes

01/2018

Mar 1, 2018

Dec 10, 2024

DANIEL B. LUDWIN REVOCABLE TRUST

Owner

yes

01/2018

Mar 1, 2018

Dec 10, 2024

HENDRICKS, ELIZABETH, PETTLER

CHIEF OPERATING OFFICER

yes

04/2022

Mar 30, 2023

Dec 10, 2024

LUDWIN, DANIEL, BUFORD

Trustee

yes

01/2018

Jan 23, 2018

Dec 10, 2024

SALOMON, DALAL, MARIA

Trustee

yes

01/2018

Jan 23, 2018

Dec 10, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 17, 2026

$1.3B

n/a

2024

Apr 16, 2025

$1.2B

n/a

2023

Mar 27, 2024

$1.7B

n/a

2022

Mar 30, 2023

$1.2B

n/a

2021

Feb 18, 2022

$1.1B

n/a

2020

Mar 30, 2021

$1.1B

$804M

n/a

2019

Mar 9, 2020

$965M

$719M

n/a

2018

Mar 26, 2019

$949M

$578M

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%

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

9.0%

$1.2B

3.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FOUNDERS GROVE WEALTH PARTNERS, LLC

Jun 25, 2024

May 24, 2024

RICHMOND, VA

Team lift out

RIA to new firm

33.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WELLS FARGO ADVISORS

Apr 4, 2018

Apr 10, 2018

RICHMOND, VA

Team lift out

Wirehouse to RIA

0.4%