RIA Intel›Advisers›Virginia›VIRGINIA GLOBAL ASSET MANAGEMENT, LLC

VIRGINIA GLOBAL ASSET MANAGEMENT, LLC

Advisory

NORFOLK, VA

Data as of Mar 5, 2026 · Source: SEC Form ADV

Average account

$657K

across 40 accounts

AUM per adviser

$13M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 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 Clients17

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVA

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

17 clients

10 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.

CONTINUUM WEALTH STRATEGIES, LLC

$26M

INSIGHT FINANCIAL, INC.

$26M

T/R FINANCIAL MANAGEMENT GROUP, LLC

$26M

SBM FINANCIAL, LLC

VIENNA, VA

$26M

-5.8% 1Y

INVESTMENT INITIATIVES, LLC

$26M

NICOLETTE FINANCIAL ADVISORS LLC

$26M

Get the full picture on VIRGINIA GLOBAL ASSET MANAGEMENT, LLC

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

Create a free account →See plans