INVESTURE, LLC
Charlottesville, VA
AUM
$38.52B
Wealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
434-220-0280
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in VA, CHARLOTTESVILLE
20 advisers found
CORNERSTONE PARTNERS
Charlottesville, VA
AUM
$29.35B
Wealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
434-296-2300
MORRIS & WELLS WEALTH MANAGEMENT
Charlottesville, VA
AUM
$987.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
434-977-7010
A. N. CULBERTSON & COMPANY, INC.
Charlottesville, VA
AUM
$817.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
434-972-7766
MAROTTA WEALTH MANAGEMENT, INC.
Charlottesville, VA
AUM
$686.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
434-244-0000
CHASE INVESTMENT COUNSEL CORPORATION
Charlottesville, VA
AUM
$509.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
434-293-9104
SELBY LANE CAPITAL, LLC
Charlottesville, VA
AUM
$505.4M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
650-463-9511
MASONRY CAPITAL MANAGEMENT, LLC
Charlottesville, VA
AUM
$370.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
434-202-3554
SOLITUDE FINANCIAL SERVICES, INC.
Charlottesville, VA
AUM
$363.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(434) 218-2201
REDE WEALTH, LLC
Charlottesville, VA
AUM
$346.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(434) 974-3500
FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC
Charlottesville, VA
AUM
$333.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
800-628-3812
EMERGENT FINANCIAL SERVICES, LLC.
Charlottesville, VA
AUM
$195.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
434-260-1690
CLIO ASSET MANAGEMENT LLC
Charlottesville, VA
AUM
$121.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
434-329-7463
STURMAN WEALTH ADVISORS
Charlottesville, VA
AUM
$116.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(434) 201-2255
ARIA WEALTH PARTNERS
Charlottesville, VA
AUM
$112.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
434-338-6840
SWIFT RUN CAPITAL MANAGEMENT
Charlottesville, VA
AUM
$88.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
434-326-6968
RANGER GLOBAL HOLDINGS LLC
Charlottesville, VA
AUM
$63.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
434-770-7001
ROUND OAK CAPITAL LLC
Charlottesville, VA
AUM
$23.9M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
434-295-2000
BROADPARK ADVISORS, LLC
Charlottesville, VA
AUM
$11.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
914-666-0010
KAMKE INVESTMENT STRATEGIES INC.
Charlottesville, VA
AUM
$80.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
434-566-0474
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