The Ascent Group, LLC is a registered investment adviser based in Virginia Beach, VA, owned by Alera Group Inc. Established on May 10, 2021, the firm manages over $4.9 billion in assets under management, offering financial planning, consulting, and investment management services. Clients can engage the firm for comprehensive financial planning services, retirement planning, portfolio review, and more. The firm primarily allocates client assets among mutual funds, ETFs, individual securities, and independent investment managers based on client objectives. TAG offers various investment programs, including custom indexing, direct indexing, and access to independent managers. Clients can engage in fee-based annuity programs and utilize asset management partners for tailored investment options. The firm may recommend affiliated independent managers, creating a conflict of interest, but will prioritize client interests. TAG has a code of ethics, reviews accounts annually, and exercises investment discretion for clients. The firm does not vote on client securities or require prepayment exceeding $1,200. For further details, clients can contact the firm directly.

Financial Security Advisory, Inc. (FSA) is a Registered Investment Adviser established in January 1997, offering investment advisory services involving carefully selected portfolios of various securities. FSA primarily focuses on non-commission mutual funds and transaction fee funds, with the option to invest in illiquid alternative investments and utilize separate account managers. Clients can request specific securities or types of securities for their portfolios. FSA also provides financial planning services, emphasizing overall strategies and professional investment manager recommendations. The firm acts as a fiduciary for ERISA-governed plans, committed to acting in clients' best interests. FSA manages over $1.5 billion in client assets on a discretionary basis and offers two advisory programs through Charles Schwab & Co., Inc.: Managed Advisory Platform (MAP) and Institutional Intelligent Portfolio Platform (IIP). Fees are based on a percentage of assets under management, with a negotiable annual fee structure. FSA does not charge performance-based fees or engage in side-by-side management. The firm's investment strategy focuses on asset allocation and long-term investments, with a risk of loss inherent in securities investing. Clients have investment discretion with FSA, and the firm does not vote proxies on behalf of clients. FSA uses Schwab as a third-party custodian and does not hold client funds directly.

Compton Wealth Advisory Group, LLC is a financial advisory firm based in Virginia Beach, Virginia. It currently has approximately $391,440,101 of assets under management and employs about 8 people. Compton Wealth Advisory Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

CPA Investment Advisors, LLC is a financial advisory firm established in 2000 by Gerald L. Sullivan and Tazewell G. Taylor, offering customized investment management services primarily to high-net-worth individuals, trusts, estates, and other legal entities. The firm manages $278 million on a discretionary basis across approximately 418 client accounts as of December 31, 2021. Clients can impose reasonable restrictions on their accounts, and the minimum account size accepted is $500,000, subject to change. Fees are charged based on a tiered schedule, with the annual investment management fee ranging from 1.00% to 0.50% based on assets under management. Clients can also opt for 100% fixed income portfolios with fees ranging from 0.650% to 0.325%. Fees are deducted quarterly in arrears, and there is no termination fee, but written notice is required for agreement termination. The firm's investment strategy involves investing in domestic and international stocks, bonds, mutual funds, and ETFs, with a focus on long-term horizons. The investment committee conducts fundamental analysis on recommended securities, and clients receive annual investment reports and statements. Clients have investment discretion with the ability to place restrictions on investments. The firm does not charge performance fees and does not exercise proxy voting authority over client securities. Clients' accounts are held in custody by unaffiliated broker/dealers or banks, and the firm has investment discretion over most client accounts.

Hundredfold Advisors, LLC specializes in providing sub-advisory portfolio management services to the Hundredfold Select Alternative Fund, aiming to achieve consistent returns exceeding non-active managed strategies. The firm focuses on preserving asset purchasing power by employing portfolio protection techniques and monitoring market risks. With assets under management totaling $144,998,889 in discretionary accounts, Hundredfold Advisors charges fees based on a percentage of managed fund assets, with a 1% management fee paid monthly in arrears. The firm's investment strategies involve daily analysis of various investments, including stocks, bonds, and commodities, to identify low-risk entry and exit points. Utilizing data from multiple sources, the firm employs technical and fundamental analysis, market sentiment evaluation, and collaboration with professional advisors to inform investment decisions. Hundredfold Advisors exercises full investment discretion within the fund's guidelines, ensuring compliance with the mutual fund prospectus. Led by Ralph J. Doudera and Mary K. Collins, the firm's managing members bring extensive experience in finance and investment management. The team's expertise is complemented by Christopher Hendrix and Emily Frazier, who contribute to market analysis and business development activities. The firm upholds a Code of Ethics to prioritize client interests, with a commitment to compliance with SEC regulations and annual policy reviews.

Virginia Wealth Management Group, Inc. is a fee-only registered investment adviser established in 2020, owned by Stephen Saal and Scott Saal. The firm offers personalized investment management and financial advisory services to individual investors, operating under a fiduciary standard of care. Their wrap fee program charges a maximum annual advisory fee of 1% based on assets under management, payable quarterly. Clients utilizing the Private Advisor Network Program also pay fees to third-party managers. Virginia Wealth Management may negotiate fees based on specific client circumstances. The firm offers portfolio management services through a wrap program, tailoring strategies to individual needs and goals. They may utilize third-party money managers and provide financial planning and consulting services. Investment strategies include a mix of active and passive strategies, with a focus on risk-adjusted, tax-efficient, and cost-effective asset allocation. The firm discloses risks related to investment strategies, operational aspects, economic conditions, and cybersecurity. Virginia Wealth Management does not charge performance-based fees or engage in side-by-side management. Clients have discretion over their accounts, with periodic reviews and the option for a global consolidated report. The firm does not pay referral fees and discloses financial information transparently.

Monaco Capital Management, LLC is a registered investment adviser primarily based in Virginia Beach, VA. Established in 2020, the firm provides continuous advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Monaco Capital Management offers asset management services, financial planning, and consulting tailored to each client's individual needs and investment objectives. The firm may provide services on a discretionary basis, allowing them to buy and sell investments on behalf of clients. Clients have the opportunity to place reasonable restrictions on their investments, and the firm acts as a fiduciary, always prioritizing the best interests of clients. The firm charges asset management fees based on a percentage of assets under management, with tiered annual fees ranging from 0.75% to 2.50%. Financial planning and consulting fees are typically fixed or charged hourly. Monaco Capital Management does not participate in performance-based fees or side-by-side management. The firm requires a minimum account size of $100,000 for investment management clients, which may be negotiable under certain circumstances. The firm's employees have educational backgrounds and professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®) certifications. Monaco Capital Management does not have any disciplinary history and does not receive economic benefits for providing investment advice. The firm's Chief Compliance Officer and Director of Financial Planning supervises all employees and ensures compliance with regulations and ethical standards. Clients receive regular account reviews and statements from the custodian holding their assets.

Bay Capital Advisors, LLC is a financial advisory firm based in Virginia Beach, Virginia. It currently has approximately $155,149,960 of assets under management and employs about 5 people. Bay Capital Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Toner Asset Management Group, Inc. is a financial advisory firm based in Virginia Beach, Virginia, established in 2002 by Troy Toner. The firm offers a range of investment advisory services to individuals and other clients, including investment supervisory and financial planning & consulting services. As a fiduciary, the firm is committed to acting in the best interests of its clients. Toner Asset Management Group, Inc. requires a minimum account balance of $2,000,000 for its Investment Supervisory service, with fees not exceeding 1.00% annually. The firm charges flat fees for financial planning and consulting services, with annualized fees not exceeding $25,000 for individuals and $125,000 for businesses. The firm manages $61,083,964 on a discretionary basis as of 12/31/2022. Clients' assets are held at TD Ameritrade, with whom the firm participates in the Institutional program. The firm's investment strategies include long-term purchases, margin transactions, options, covered calls, and short sales. Troy Toner, the President & Chief Compliance Officer, oversees the firm's operations and holds an MBA in Finance. The firm does not charge performance-based fees and has no disciplinary history. Clients can request a full copy of the firm's Brochure for more detailed information.