RIA Intel›Advisers›Virginia›B.G. KASERMAN & ASSOCIATES L.L.C.

B.G. KASERMAN & ASSOCIATES L.L.C.

Advisory

Data as of May 13, 2026 · Source: SEC Form ADV

Average account

$96K

across 6 accounts

AUM per adviser

$574K

1 advisers

Source: SEC Form ADV. Figures as filed May 13, 2026.

Total AUM

$574K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$574K

Discretionary AUM$574K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVA

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

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

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

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