Firm Name |
Firm CRD# |
Total AUM |
No. of Clients |
Fee Structure |
ASB CAPITAL MANAGEMENT LLC 7501 Wisconsin Avenue, West Tower,
13th Floor Bethesda, MD 20814 |
110995 |
$32,464,614,170 |
82 |
A percentage of AUM Performance Based |
FBB CAPITAL PARTNERS 4520 East-West Highway,
Suite 450 Bethesda, MD 20814 |
108967 |
$1,806,000,000 |
2784 |
A percentage of AUM Hourly charges Fixed fees |
TRUMBOWER FINANCIAL ADVISORS LLC 3 Bethesda Metro Center,
Ste 340 Bethesda, MD 20814-5330 |
107495 |
$1,647,185,643 |
862 |
A percentage of AUM Hourly charges Fixed fees |
HULL STREET ENERGY 4747 Bethesda Ave,
Suite 1220 Bethesda, MD 20814 |
291881 |
$1,618,955,598 |
7 |
A percentage of AUM Performance Based |
SARGENT INVESTMENT GROUP 7250 Woodmont Avenue,
Suite 260 Bethesda, MD 20814 |
297499 |
$1,202,666,892 |
1055 |
A percentage of AUM Fixed fees |
MV CAPITAL MANAGEMENT, INC. 3 Bethesda Metro Center,
Suite 650 Bethesda, MD 20814-6336 |
139034 |
$911,299,127 |
944 |
A percentage of AUM Hourly charges Fixed fees |
THE FAMILY FIRM, INC. 8120 Woodmont Avenue,
Suite 630 Bethesda, MD 20814 |
105270 |
$758,801,689 |
994 |
A percentage of AUM Hourly charges Fixed fees |
FAMILY OFFICE RESEARCH, LLC 7910 Woodmont Ave,
Suite 1120 Bethesda, MD 20814 |
144136 |
$403,800,122 |
78 |
A percentage of AUM Hourly charges Fixed fees |
HILLMAN CAPITAL MANAGEMENT INC 7255 Woodmont Avenue,
Suite 260 Bethesda, MD 20814 |
110096 |
$327,209,390 |
176 |
A percentage of AUM Performance Based |
MBI LLC 7910 Woodmont Ave, Suite 500,
Bethesda, MD 20814 |
170858 |
$324,553,113 |
421 |
A percentage of AUM Fixed fees |
BROADOAK ASSET MANAGEMENT, LLC 4800 Montgomery Lane,
Suite 230 Bethesda, MD 20814 |
148901 |
$245,021,430 |
8 |
A percentage of AUM Performance Based |
GLASSY MOUNTAIN ADVISORS, INC. 7200 Wisconsin Avenue,
Suite 500 Bethesda, MD 20814 |
314937 |
$236,413,515 |
236 |
A percentage of AUM |
NEW POTOMAC PARTNERS LLC 4330 East West Hwy,
Suite 416 Bethesda, MD 20814 |
170061 |
$202,188,280 |
166 |
A percentage of AUM Hourly charges Fixed fees |
PRIME INVESTMENT ADVISORS 7700 Old Georgetown Road,
Suite 630 Bethesda, MD 20814 |
111498 |
$150,600,000 |
87 |
A percentage of AUM Hourly charges |
EUCLID INVESTMENT ADVISORY, LLC 4701 Sangamore Road,
N100 Bethesda, MD 20816 |
116740 |
$80,000,000 |
129 |
A percentage of AUM |