RIA Intel›Advisers›Maryland›FRIDLEY, GREGORY SCOTT

FRIDLEY, GREGORY SCOTT

Advisory

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account

$387K

across 58 accounts

AUM per adviser

$22M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$22M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$106K

Discretionary %99.5%

Total Clients58

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMD

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

58 clients

35 high-net-worth

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

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Advisers of similar size in MD

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

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R&M WEALTH MANAGEMENT SERVICES, LLC

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-43.2% 1Y

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BINNACLE FINANCIAL GROUP LLC

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