$50.6M Total AUM
$50.6M Disc. AUM
-- 3Y CAGR
1 Employees
48 ADV. Clients
11 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Pershing · SSG
- Clients
- Retail and Institutional
- Platforms
- RidgeElement optima +more
- Established Date
- 02-04-2015
- Office Locations
- 1
Office Locations
-- Radford VA
About Ataraxia Advisory Services, LLC
Ataraxia Advisory Services is an independent RIA based in Virginia’s New River Valley (Radford) providing full-service financial planning and investment management for clients across Southwest Virginia and nationwide. Portfolios primarily use public funds and ETFs, with an emphasis on asset allocation and risk management. Solo, advisor-led firm; custodies through platforms such as Schwab and Pershing.
Team overview
44 AVG AGE
$50.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
11.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
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Asset Classes
Focus Legacy Meridian Insight Catalyst zenith
Client Personas
Harbor
Custodian
Signal matrix Legacy Summit timber Matrix focus Atlas vital Glacier bridge
Investment Themes
Ember Matrix Insight Signal signal
Investment Vehicles
Insight catalyst
Services
Focus Timber Atlas Foundation ridge Wave vital Delta zenith Timber Glacier pioneer
Technology
Atlas wave Optima bridge Signal oak Oak
Owner & Executives
M
MICHAEL ROBERT JONES
Advisor, President
- CRD
- #4922202
- Ownership
- 75% or more
(682) 665-1502
ember.beacon@matrixcapital.com
in linkedin.com/in/legacy-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,594,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,594,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $50,594,000
Public Funds:
13.2% Equity - Exchange:
48.3% Cash:
38.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $549,471,079 | 13.2% |
| Equity - Exchange | $2,010,564,631 | 48.3% |
| Cash | $1,602,623,982 | 38.5% |
| Total | $4,162,659,692 | 100.0% |