APIS & HERITAGE CAPITAL PARTNERS, LLC
Washington, DC
AUM
$231.1M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-599-7890
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
132 advisers found
TERRA ALPHA INVESTMENTS LLC
Washington, DC
AUM
$193.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-361-6721
ACON INVESTMENTS MANAGEMENT, LLC
Washington, DC
AUM
$192.8M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-454-1100
SEAF
Washington, DC
AUM
$187.1M
Wealth Mgmt
Team
40 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-450-1630
AUM
$180.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
703-716-4303
DARBY OVERSEAS PARTNERS, L.P.
Washington, DC
AUM
$154.5M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-872-0500
MICROVEST CAPITAL MANAGEMENT
Washington, DC
AUM
$140.3M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
202-450-1630
SULLIVAN WOOD CAPITAL MANAGEMENT, LLC
Washington, DC
AUM
$87.7M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
202-775-8484
CAPITAL AREA PLANNING GROUP
Washington, DC
AUM
$64.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
202-916-5624
AUM
$64.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(202) 450-0784
VALOR WEALTH PARTNERS
Washington, DC
AUM
$63.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
617-648-2700
GOLDEN EAGLE CAPITAL ADVISORS, INC.
Dubai, DC
AUM
$46.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +4 more
+97144484674
ADVOCATE WEALTH, LLC
Washington, DC
AUM
$25.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
202-802-1925
SHB ADVISORS
Washington, DC
AUM
$21.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
2027191726
HOLISTIC PLANNERS
Washington, DC
AUM
$14.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
240-508-2169
VIVUTO, LLC
Washington, DC
AUM
$8.1M
Wealth Mgmt
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
(202) 909-0874
AUM
$1.4M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
+1 310 696 3704
APTION ADVISORS LLC
Washington, DC
AUM
—
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
617-412-5604