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RSW, CHTD.

Advisory

RENO, NV

Data as of Feb 17, 2026 · Source: SEC Form ADV

Average account

$663K

across 77 accounts

AUM per adviser

$26M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM

$51M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$51M

Discretionary AUM$51M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients33

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNV

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

33 clients

12 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 NV

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

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SAHARA INVESTMENT GROUP, LLC

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BOYD, DARRYL KEITH

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NEW RIVER INVESTMENTS INC.

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