RIA Intel›Advisers›Virginia›LOCKE ADVISORY SERVICES LLC

LOCKE ADVISORY SERVICES LLC

Advisory

VA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Rank in VA

#507

of 588 advisers by AUM

Average account

$363K

across 191 accounts

AUM per adviser

$69M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$69M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$69M

Discretionary AUM$69M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients49

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

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

49 clients

22 high-net-worth

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

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

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