RIA Intel›Advisers›Virginia›ACCURATE CAPITAL AND WEALTH LLC

ACCURATE CAPITAL AND WEALTH LLC

Advisory

GLEN ALLEN, VA

Data as of Apr 16, 2026 · Source: SEC Form ADV

Average account

$126K

across 240 accounts

AUM per adviser

$8M

4 advisers

Source: SEC Form ADV. Figures as filed Apr 16, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$30M

Discretionary AUM$30M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients147

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

147 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

VIRGINIA CAPITAL MANAGEMENT GROUP INC

VIRGINIA BEACH, VA

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RED CLOVER WEALTH MANAGEMENT, LLC

$30M

SERVUS CAPITAL MANAGEMENT LLC

$30M

PORTFOLIOARC, L.L.C.

$30M

INDEPENDENT FINANCIAL PLANNING, INC.

GAINESVILLE, VA

$30M

BERG FAIRCLOTH INVESTMENT ADVISORS, LLC

$30M

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