RIA Intel›Advisers›Virginia›CHIMBORAZO INVESTMENT RESEARCH LLC

CHIMBORAZO INVESTMENT RESEARCH LLC

Advisory

VA

Data as of Mar 17, 2026 · Source: SEC Form ADV

Average account

$412K

across 29 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients11

Team

Total Employees1

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.

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

11 clients

4 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in VA

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

SAUNDERS RETIREMENT ADVISORS, INC.

$12M

ENHANCED INVESTMENT STRATEGIES

CHARLOTTESVILLE, VA

$12M

LEIGHTON PARKS ROPER JR

$12M

BROADPARK ADVISORS, LLC

CHARLOTTESVILLE, VA

$12M

LASSEN, LARS EDWARD

NEWPORT NEWS, VA

$12M

PARKS INVESTMENT MANAGEMENT, LLC

$12M

Get the full picture on CHIMBORAZO INVESTMENT RESEARCH LLC

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

Create a free account →See plans