RIA Intel›Advisers›Virginia›KEVIN A ONEIL LTD

KEVIN A ONEIL LTD

Advisory

VA

Data as of May 8, 2026 · Source: SEC Form ADV

Average account

$199K

across 97 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed May 8, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$15M

Non-Discretionary AUM$4M

Discretionary %80.1%

Total Clients67

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InVA

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

67 clients

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

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