RIA Intel›Advisers›Virginia›HERONWOOD CAPITAL LLC

HERONWOOD CAPITAL LLC

Advisory

Data as of Mar 20, 2026 · Source: SEC Form ADV

Rank in VA

#536

of 588 advisers by AUM

Average account

$2M

across 31 accounts

AUM per adviser

$59M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$59M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$59M

Discretionary AUM$3M

Non-Discretionary AUM$56M

Discretionary %5.1%

Total Clients25

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDC, MD, 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

25 clients

8 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.

BLUE ROCK FINANCIAL SERVICES, INC.

$59M

LASTING LEGACY WEALTH MANAGEMENT, LLC

ALEXANDRIA, VA

$59M

MILLER ASSET SOLUTIONS LLC

$59M

HILLEBRAND FINANCIAL PLANNING LLC

$59M

REVOLUTION WEALTH, LLC

CHANTILLY, VA

$59M

WESLING FINANCIAL PLANNING SERVICES CORP.

ALEXANDRIA, VA

$60M

Get the full picture on HERONWOOD CAPITAL LLC

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

Create a free account →See plans