Yorktown Management And Research Co Inc is a financial advisory firm based in Forest, Virginia. It currently has approximately $753,424,110 of assets under management and employs about 13 people. Yorktown Management And Research Co Inc uses a fee structure of and a percentage of assets under your management.

HSC Wealth Advisors is a financial planning and investment management firm founded in 1983, offering services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides fee-only services, focusing on financial planning areas such as cash flow management, tax planning, investment management, education funding, retirement planning, and estate planning. HSC Wealth Advisors does not sell commissioned products and strictly acts as a fee-only firm, with no affiliations to entities selling financial products or securities. Clients maintain control of their assets, and the firm places trades under a limited power of attorney. The firm manages approximately $358 million in assets for around 418 clients as of January 3, 2024. Fees are based on a percentage of assets under management, with a minimum annual fee of $10,000. The firm primarily invests in no-load mutual funds and may use stocks, bonds, and other investments. Clients may impose restrictions on investments, and agreements can be terminated with notice. The firm's investment strategy focuses on achieving maximum diversification through mutual funds and ETFs. Clients receive periodic reviews and communications, including net worth statements and performance reports. HSC Wealth Advisors has no disciplinary history and does not accept referral fees. The firm has discretionary trading authority and a limited power of attorney for trading on behalf of clients. Clients receive account statements from independent custodians, and the firm does not vote proxies on securities.

Selective Wealth Management, Inc. is a registered investment adviser established in Virginia in June 2012 and incorporated in Delaware in November 2018. The firm specializes in offering comprehensive wealth management services, including financial planning, investment management, estate planning, tax strategies, lifestyle protection, and charitable giving. Selective requires a minimum of $1,000,000 in assets under management for most services and offers discretionary portfolio management, separately managed accounts, and standalone financial planning. The firm's investment approach focuses on transparent, low-cost, tax-efficient, diversified, and debt-free options, including equity ETFs, fixed income ETFs, individual equities, options, and US Treasuries. Clients have the option to impose restrictions on investing in certain securities based on personal values or beliefs. Selective charges an annual advisory fee of 1.25% based on assets under management, with fees paid monthly in arrears. The firm acts as a fiduciary and does not accept performance-based fees. Clients receive periodic reports on their accounts and have access to online portals for account monitoring. Selective does not receive compensation for the sale of securities and does not participate in wrap fee programs. The firm has $441,654,156 in assets under management as of February 10, 2025.