AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $1.7 |
| Non-Discretionary | $0.0 |
| Total | $1.7 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $1.7 |
| Institutional | $0.0 |
| Total | $1.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| INNOVATION X ADVISORS, LLC | $1.8 | 322292 | |
| ATCAP PARTNERS, LLC | $0.1 | 158214 | |
| CEROS FINANCIAL SERVICES, INC. | $0.0 | broker-dealer | 37869 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
10 active
| Name | Title |
|---|---|
| AYERS-RIGSBY, MARY, CATHERINE | CEO |
| HOLLAND, ANGELA, LYNNETTE | CCO |
| BROWN, DAVID, PETER | MEMBER |
| DEWEY, CHRISTOPHER, CLAIBORNE | TRUSTEE |
| GOLDWASSER, MARK, HARRY | MEMBER |
| GOLDWASSER, DIRK, DAVID | MEMBER |
ADVDB.CO • SOURCE: SEC
1 active representative found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| ANGELA HOLLAND | ROCKVILLE | MD | S63|2012-04-22|S65|2007-12-17 | ||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $1.7 | $0.0 | 0% | 9 | 0 | 0% |
| 2025-04-21 | $1.7 | $0.0 | 0% | 9 | 0 | 0% |
| 2024-04-02 | $1.6 | $0.1 | 3% | 9 | 0 | 0% |
| 2023-04-04 | $1.8 | -$0.1 | -4% | 9 | 0 | 0% |
| 2022-04-01 | $3.5 | -$1.8 | -52% | 9 | 0 | 0% |
| 2021-04-05 | $2.5 | -$0.8 | -33% | 10 | -1 | -10% |
| 2020-04-01 | $0.8 | $0.9 | 118% | 10 | -1 | -10% |
| 2019-04-01 | $0.6 | $1.1 | 202% | 10 | -1 | -10% |
| 2018-04-02 | $0.5 | $1.2 | 237% | 9 | 0 | 0% |
| 2017-04-01 | $0.4 | $1.3 | 292% | 8 | 1 | 12% |
| 2016-04-01 | $0.4 | $1.3 | 337% | 8 | 1 | 12% |
| 2015-04-01 | $0.5 | $1.2 | 250% | 8 | 1 | 12% |
| 2014-04-01 | $0.6 | $1.1 | 189% | 7 | 2 | 29% |
| 2013-04-01 | $0.2 | $1.5 | 680% | 7 | 2 | 29% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| MD, MD-01/12/2018 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV