Motley Fool Wealth Management, LLC is a financial advisory firm based in Alexandria, Virginia. It currently has approximately $1,876,843,306 of assets under management and employs about 61 people. Motley Fool Wealth Management, LLC uses a fee structure of a percentage of assets under your management, fixed fees and publisher provides per-client payment for newsletter subscribers.

The Edgar Lomax Company (ELC) is a registered investment adviser established over 36 years ago, offering investment advisory services to various entities. ELC manages client accounts on a daily basis, tailored to individual client objectives. As of January 1, 2023, ELC managed approximately $1.7 billion in client assets on a discretionary basis. The firm's fee structure is based on a percentage of assets under management, with fees generally invoiced quarterly. ELC's minimum initial account value for institutional accounts is typically $10 million, but negotiable under certain circumstances. The firm does not participate in wrap fee programs but may consider it in the future. ELC does not charge performance-based fees currently but is open to considering them for qualified clients. The investment strategy focuses on large-cap value portfolios, employing a bottom-up value equity strategy to limit downside volatility while participating in rising markets. ELC emphasizes low volatility and above-average returns, with portfolios generally less volatile than the applicable index. Clients are advised on the risk of loss associated with investing in securities. ELC maintains a Code of Ethics and Proxy Voting Policies to ensure high ethical standards and fiduciary responsibilities are upheld. The firm does not have any disciplinary information or financial commitments that impair its ability to meet client obligations.

Motley Fool Asset Management is a financial advisory firm based in Alexandria, Virginia. It currently has approximately $1,242,450,236 of assets under management and employs about 11 people. Motley Fool Asset Management uses a fee structure of and a percentage of assets under your management.

DC Capital Partners Management, L.P. is a Delaware limited partnership established in July 2008, wholly owned by Thomas J. Campbell and T. Gail Dady. The firm specializes in providing investment management services to pooled investment vehicles, focusing on control equity investments in Government Services and Engineering & Construction Services markets. Their investment strategy targets companies with less than $500MM in enterprise value in sectors like Intelligence, Information Technology, and Security. DC Capital manages $1,100,795,751 in regulatory assets under management on a discretionary basis. The minimum investment in their Funds is typically $10,000,000, with discretion to waive this requirement. Fees are disclosed in the Offering Documents, with a management fee of 2% per annum. DC Capital may receive a 20% carried interest distribution. The firm emphasizes strategic principles and a disciplined investment process, leveraging a network of relationships for deal sourcing. Risks include economic sensitivity, leveraged investments, and lack of liquidity. DC Capital does not participate in wrap fee programs and has not had any material disciplinary events. The firm has custody of Funds' assets and accepts discretionary investment authority. Voting on securities and proxy voting are managed with consideration for conflicts of interest. Financial information is transparent, and the firm does not require prepayment of fees or face financial impairments.

Avenir Corporation is an investment management firm established in July 1980 and registered with the SEC in July 1988. Majority-owned by Chairman Charles G. Mackall, Jr. and active portfolio manager James H. Rooney, Avenir offers discretionary investment management services focusing on capital preservation and real rates of return. The firm's core value strategy involves a concentrated portfolio of superior investments purchased at a discount to intrinsic value. Avenir serves a diverse client base, including individuals, trusts, pension accounts, and foundations, with a minimum investment requirement of $1 million, which may be waived at the firm's discretion. Avenir charges a standard 1% quarterly fee based on assets under management, with a minimum fee of $2,500 per quarter. The firm does not charge performance-based fees and manages approximately $1,003,294,000 in discretionary assets as of March 28, 2025. Clients have the option to impose restrictions on investments, and Avenir provides investment management services to clients in wrap fee programs. Avenir's investment strategy involves risks, including exposure to systemic and unique security risks. The firm operates as a fiduciary, acting in the best interests of clients, and provides investment advisory services on a discretionary basis. Clients have the authority to set restrictions on Avenir's discretionary activities. Avenir's brokerage practices include considerations such as commission rates, research services, and trade allocations. The firm does not compensate for client referrals and maintains high ethical standards in its operations. James H. Rooney, a CFA charterholder, serves as an integral part of Avenir's team, bringing extensive experience and expertise to the firm's investment management services.

Oxford Finance Advisors, LLC is a financial advisory firm based in Alexandria, Virginia. It currently has approximately $995,566,875 of assets under management and employs about 73 people. Oxford Finance Advisors, LLC uses a fee structure of a percentage of assets under your management, performance-based fees and origination, leverage sourcing and administration fees.

Campbell Wealth Management, Inc. is an investment advisor firm based in Alexandria, Virginia, established in February 2010. The firm specializes in helping clients achieve their retirement goals through personalized financial planning services. They offer full financial plans covering various areas such as personal planning, cash flow management, estate planning, tax planning, and investment analysis. The firm provides asset management services on a discretionary basis, monitoring client accounts to ensure they meet asset allocation requirements. Clients have the option to place restrictions on investments or receive recommendations from third-party managers. For new clients, Campbell Wealth Management fees are transparent, with an Advice Fee ranging from 0.10%-0.90% and an Investment Strategy Fee between 0.30% and 0.50%. Legacy clients may be charged an annual percentage fee of 0.50%. The firm may also charge additional fees for third-party manager programs. Campbell Wealth Management does not maintain custody of client assets, recommending Schwab as a qualified custodian. The firm's investment strategies include long-term purchases, short-term purchases, and trading, utilizing fundamental and technical analysis methods. Clients are encouraged to review their accounts regularly, with financial planning accounts terminating upon plan completion. The firm does not vote proxies on behalf of clients and does not require prepayment exceeding $1,200. Campbell Wealth Management is committed to acting in the best interests of clients, providing transparent and ethical services to help clients achieve their financial goals.

Monument Capital Management, LLC, established in June 2012, is an investment advisor offering asset management and financial planning services. The firm's primary owners are David Armstrong and Dean Catino. Monument Capital Management provides asset management services involving continuous supervision of client accounts based on their financial situation and investment objectives. The firm actively monitors accounts, provides advice on buying, selling, and holding securities, and makes trades when necessary. Financial planning services cover various topics such as investment, retirement, insurance, tax planning, and estate planning. Monument Capital Management offers several investment programs, including ETF portfolios and individual stock portfolios. Clients must have a minimum asset value of $3,000,000 for investment advisory services. The firm charges a negotiable annual fee of up to 1.75% of assets under management. Monument Capital Management may recommend the use of structured notes and unaffiliated private investment funds, which involve certain risks. The firm uses fundamental, charting, cyclical, and technical analysis for investment strategies. Clients have the option to grant Monument Capital Management discretionary authority over their accounts. The firm has a business continuity plan in place to respond to significant disruptions. Monument Capital Management does not vote proxies on behalf of clients and does not initiate legal proceedings on behalf of clients regarding securities issues. The firm maintains a strict privacy policy to protect client information.

4J Wealth Management, LLC, located in McLean, VA, has been providing investment advisory services since 2018. The firm is owned by Joshua Goulding, Jeffrey Sciscilo, and Jennifer Hutton. As a fiduciary, 4J Wealth Management always acts in the best interest of clients, offering financial planning and discretionary/non-discretionary investment management services. Clients are required to enter into Financial Planning and Consulting Agreements and subsequent Investment Advisory Agreements. The firm charges an annual fixed fee or a percentage of assets under management, with exceptions for extraordinary planning services. Clients may incur transaction fees and other charges imposed by custodians for certain investments. The firm uses various methods of analysis, including cyclical, fundamental, quantitative, and qualitative analysis, to formulate investment advice. Investment strategies include asset allocation, long-term purchases, and risk management. Clients have the option to impose restrictions on discretionary authority. Registrant does not vote client proxies and does not require fees to be paid more than six months in advance. The firm has not faced any financial impairments or bankruptcy petitions. For further details, clients can contact the Chief Compliance Officer, Joshua Goulding.