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TRAINOR CONSULTING

Advisory

VA

Data as of Aug 8, 2026 · Source: SEC Form ADV

Average account

$27K

across 2 accounts

AUM per adviser

$54K

1 advisers

Source: SEC Form ADV. Figures as filed Aug 8, 2026.

Total AUM

$54K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$54K

Discretionary AUM$0

Non-Discretionary AUM$54K

Discretionary %0%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InVA

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

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.

OPPORTUNITY COST INVESTORS LLC

$50K

FINANCIAL INVESTMENTS, INC.

$70K

JYE WEALTH ADVISORS, LLC

$80K

$25K

TAYLOR TURNER WEALTH MANAGEMENT LLC

$100K

VIRGINIA FINANCIAL INNOVATION CORP.

$115K

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