RIA Intel›Advisers›Virginia›COMMONWEALTH ASSET MANAGEMENT GROUP LLC

COMMONWEALTH ASSET MANAGEMENT GROUP LLC

Advisory

FAIRFAX, VA

Data as of Feb 6, 2026 · Source: SEC Form ADV

Average account
$168K
across 109 accounts
AUM per adviser
$18M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 6, 2026.

Total AUM
$18M
Discretionary %
100%
Clients
75
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$18M
Discretionary AUM$18M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients75
Team
Total Employees1
Investment Advisers1
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.

UNITED MANAGEMENT CO LLC
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$18M
-96.2% 1Y
THE RETIREMENT SMITH LLC
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$18M
HIDAJAT ASSET MANAGEMENT, LLC
$18M
APPLE SERVICES CORPORATION
FAIRFAX, VA
$18M
GREAT OAK INVESTMENT MANAGEMENT LLC
ARLINGTON, VA
$18M
ICONIC WEALTH MANAGEMENT LLC
ALEXANDRIA, VA
$19M

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