RIA Intel›Advisers›Virginia›T/R FINANCIAL MANAGEMENT GROUP, LLC

T/R FINANCIAL MANAGEMENT GROUP, LLC

Advisory

VA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Average account

$172K

across 154 accounts

AUM per adviser

$13M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$26M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$26M

Discretionary AUM$26M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients77

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDC, MD, MN, TX, VA, WI

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

77 clients

16 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 VA

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

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INVESTMENT INITIATIVES, LLC

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J. B. BRYAN FINANCIAL GROUP, INC.

$27M

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