RIA Intel›Advisers›Virginia›STAGES PLANNING GROUP, LLC

STAGES PLANNING GROUP, LLC

Advisory

VIRGINIA BEACH, VA

Data as of Feb 12, 2026 · Source: SEC Form ADV

Rank in VA

#460

of 588 advisers by AUM

Average account

$181K

across 514 accounts

AUM per adviser

$93M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM

$93M

Discretionary %

93.9%

Clients

322

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$93M

Discretionary AUM$87M

Non-Discretionary AUM$6M

Discretionary %93.9%

Total Clients322

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA, TX, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

322 clients

32 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in VA

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

CAPITAL FIDUCIARY ADVISORS, INC.

LEESBURG, VA

$93M

-35.5% 1Y

FAIRFAX GLOBAL MARKETS LLC

MIDDLEBURG, VA

$92M

0.0% 1Y

MONROE CAPITAL PARTNERS, LLC

IRVINGTON, VA

$94M

EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC

ALEXANDRIA, VA

$92M

-1.1% 1Y

MIDDLEBURG WEALTH MANAGEMENT LLC

MIDDLEBURG, VA

$92M

MITCHELL ADVISORY INC

RESTON, VA

$94M

+14.6% 1Y

Get the full picture on STAGES PLANNING GROUP, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track STAGES PLANNING GROUP, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans