RIA Intel›Advisers›Maryland›MIDDLETON ADVISORY, LLC

MIDDLETON ADVISORY, LLC

Advisory

BETHESDA, MD

Data as of May 29, 2026 · Source: SEC Form ADV

Average account

$526K

across 51 accounts

AUM per adviser

$27M

1 advisers

Source: SEC Form ADV. Figures as filed May 29, 2026.

Total AUM

$27M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$27M

Discretionary AUM$27M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients31

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

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

31 clients

18 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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WELLINGTON CAPITAL MANAGEMENT, INC.

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