RIA IntelAdvisersVirginiaATARAXIA ADVISORY SERVICES, LLC

ATARAXIA ADVISORY SERVICES, LLC

Advisory

VA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in VA
#567
of 588 advisers by AUM
Average account
$292K
across 173 accounts
AUM per adviser
$51M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$51M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$51M
Discretionary AUM$51M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients48
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InVA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in VA

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

ZAK INVESTMENT MANAGEMENT COMPANY, LLC
NORFOLK, VA
$51M
WELCOME HOME WEALTH ADVISORS LLC
NORTH CHESTERFIELD, VA
$51M
JEFF HARRIS & ASSOCIATES, INC.
HARRISONBURG, VA
$51M
+11.2% 1Y
ALBRIGHT CAPITAL MANAGEMENT LP
ARLINGTON, VA
$50M
-69.4% 1Y
KETTERING FINANCIAL ADVISORY GROUP, LTD
ROANOKE, VA
$52M
+3.5% 1Y
TRENDLINE RESEARCH & MANAGEMENT CORP
GLEN ALLEN, VA
$52M
-16.5% 1Y

Get the full picture on ATARAXIA ADVISORY SERVICES, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ATARAXIA ADVISORY SERVICES, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans