RIA Intel›Advisers›Virginia›INVESTMENT INITIATIVES, LLC

INVESTMENT INITIATIVES, LLC

Advisory

VA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Average account

$361K

across 72 accounts

AUM per adviser

$26M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$26M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$26M

Discretionary AUM$17M

Non-Discretionary AUM$9M

Discretionary %64%

Total Clients24

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI, OH, VA

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

24 clients

8 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 VA

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

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$26M

VIRGINIA GLOBAL ASSET MANAGEMENT, LLC

$26M

WANDA KILMAN PITTMAN

$26M

CONTINUUM WEALTH STRATEGIES, LLC

$26M

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