Glassman Wealth Services, LLC is a registered investment adviser firm established in 2009 and based in Vienna, VA. The firm offers investment advisory services, financial planning consulting, and retirement plan consulting to individuals, high net-worth individuals, pension and profit sharing plans, and charitable organizations. Clients are required to enter into an Investment Advisory Agreement with the firm, setting forth the terms, conditions, and fees. Glassman Wealth Services charges a negotiable annual investment advisory fee based on a percentage of assets under management, with a minimum fee of $20,000 annually. The firm provides discretionary investment advisory services, financial planning, and consulting services, and may recommend unaffiliated private investment funds. Clients have the option to engage in retirement plan consulting services, with fees ranging between 0.25% and 1.00% of plan assets. Glassman Wealth Services does not receive compensation from the sale of securities and does not offer a wrap-fee program. The firm conducts periodic account reviews and does not vote client proxies. Clients receive transaction confirmations and account statements directly from the custodian. Glassman Wealth Services does not have any disciplinary actions, bankruptcy petitions, or financial conditions that may impair its ability to meet commitments. For any questions or further information, clients can contact Barry Glassman, the Chief Compliance Officer.

Aldrich Capital Partners LLC is a financial advisory firm based in Vienna, Virginia. It currently has approximately $1,085,580,084 of assets under management and employs about 48 people. Aldrich Capital Partners LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Yeske Buie Inc. is a financial advisory firm based in Vienna, Virginia. It currently has approximately $759,238,995 of assets under management and employs about 12 people. Yeske Buie Inc. uses a fee structure of and a percentage of assets under your management.

Allegiance Financial Group Advisory Services LLC is a registered investment adviser founded in 2021 and owned by Assaf Pinchas, Shawn Williamson, and Charles Cooke. The firm offers tailored advisory services, including investment management, third-party investment advisers, financial planning, and retirement plan consulting. They manage approximately $447,169,341 on a discretionary basis and $57,844,816 on a non-discretionary basis. Fees are primarily asset-based and negotiable, with investment management fees ranging from 0.50% to 1.50% based on client assets under management. The firm does not accept performance-based fees and serves various client types without a minimum account value requirement. Investment strategies are based on Modern Portfolio Theory, with a focus on long-term investing. Clients have the option to impose restrictions on investing. The firm does not participate in wrap fee programs and does not have a history of disciplinary events. Adviser has a code of ethics, does not accept soft dollar benefits, and does not recommend securities in which they have a financial interest. Clients receive quarterly account reviews and statements directly from custodial broker-dealers. Adviser has limited custody over client funds or securities in certain circumstances. They accept discretionary authority with client limitations. Clients are responsible for voting their securities. Adviser does not require prepayment exceeding $1,200 or have financial conditions impairing their ability to meet commitments.

Capitol Private Wealth Group, LLC, based in Vienna, VA, has been providing investment advisory services since 2016. The firm, wholly owned by Giancarlo Dalimonte, offers tailored Portfolio Management Services, including individual stock and bond portfolios, ETFs, and mutual funds. Additionally, they provide Financial Planning & Consulting services covering various financial aspects like Investment, Retirement, Estate, and Tax Planning. The firm acts as a fiduciary, committed to always acting in the client's best interest. Clients can expect a fee structure based on a percentage of assets under management, ranging from 0.15% to 1.50%. The firm manages $450,705,752 on a discretionary basis as of December 31, 2024. Capitol Private Wealth Group does not charge performance-based fees and allows clients to provide investment discretion. The firm does not accept proxy authority to vote client securities and does not receive soft dollars beyond what is allowed by regulations. Clients are encouraged to review account statements provided by the custodian and can expect quarterly reviews for Portfolio Management Services clients. The firm does not have custody of client assets but has adopted safeguards for third-party money movement. Clients have the option to grant investment discretion to the firm, and limitations can be imposed with written acknowledgment. The firm does not accept proxy authority to vote client securities and does not have any financial disclosures to make.

Advisors Financial, Inc. is a financial advisory firm based in Vienna, Virginia. It currently has approximately $238,128,765 of assets under management and employs about 9 people. Advisors Financial, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.