RIA Intel›Advisers›Virginia›VIRGINIA INVESTMENT ADVISORY, INC.

VIRGINIA INVESTMENT ADVISORY, INC.

Advisory

HENRICO, VA

Data as of Mar 11, 2026 · Source: SEC Form ADV

Rank in VA

#487

of 588 advisers by AUM

Average account

$258K

across 312 accounts

AUM per adviser

$40M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM

$81M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$81M

Discretionary AUM$70M

Non-Discretionary AUM$11M

Discretionary %86.5%

Total Clients156

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, NC, VA

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

156 clients

25 high-net-worth

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

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