RIA Intel›Advisers›Maryland›ST. MICHAELS ASSET MANAGEMENT, LLC

ST. MICHAELS ASSET MANAGEMENT, LLC

Advisory

ST. MICHAELS, MD

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account

$63K

across 60 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$77K

Discretionary %98%

Total Clients60

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, MD, PA, TX

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

60 clients

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

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Advisers of similar size in MD

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

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VENTUS WEALTH MANAGEMENT LLC

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CROMWELL INVESTMENT ADVISORY, LLC

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