RIA Intel›Advisers›Virginia›DIFFERENT INVESTMENTS, LLC

DIFFERENT INVESTMENTS, LLC

Advisory

ASHBURN, VA

Data as of Jan 29, 2026 · Source: SEC Form ADV

Average account

$205K

across 70 accounts

AUM per adviser

$14M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 29, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients32

Team

Total Employees1

Investment Advisers1

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.

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

32 clients

18 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.

GOLD ASSET MANAGEMENT INC

$14M

$14M

STRATEGIC WEALTH PARTNERS, LLC

$14M

COMPASS CAPITAL INVESTMENTS LLC

$15M

CANAAN INVESTMENT MANAGEMENT LLC

$15M

THE LARA GROUP, LTD

$15M

Get the full picture on DIFFERENT INVESTMENTS, LLC

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

Create a free account →See plans