D
CRD: 113956
David B. Brandolph, J.d., CFP
Fairfax, VA
7036202826
$2.0M Total AUM
$1.4M Disc. AUM
-- 3Y CAGR
2 Employees
1 ADV. Clients
32 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · T. Rowe Price · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-08-1993
- Office Locations
- 1
Office Locations
-- Fairfax VA
About David B. Brandolph, J.d., CFP
David B. Brandolph, J.d., CFP is a Fairfax-based RIA. The firm has been operating for 32 years. Managing $2.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and T. Rowe Price. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$2.0M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
32.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
Insights
Full visibility includes strategy notes for focus frontier.
Full visibility includes strategy notes for catalyst signal vertex.
See the complete signal summary connected to meridian fusion.
Upgrade to reveal position-level detail across delta catalyst.
Unlock to see real insight on ridge ridge.
Open the full profile to inspect shifts in crest optima.
Full visibility includes strategy notes for catalyst radial frontier.
Premium access reveals conviction themes in glacier value.
Asset Classes
Focus Atlas
Investment Themes
Eagle
Investment Vehicles
Zenith vital
Services
Peak vertex Atlas Alpha
Owner & Executives
D
DAVID BARRY BRANDOLPH
--
- CRD
- #2157676
- Ownership
- 75% or more
(499) 404-3021
bridge.insight@pathwaycapital.com
in linkedin.com/in/legacy-beacon
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,416,083 | -- |
| Non-Discretionary | $603,814 | -- |
| Total | $2,019,897 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $2,019,897
Equity - OTC:
40.5% Corporate - Investment Grade:
8.5% U.S. Government/Agency:
19.3% Cash:
14.4% Equity - Exchange:
17.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,425,870,923 | 40.5% |
| Corporate - Investment Grade | $299,256,860 | 8.5% |
| U.S. Government/Agency | $679,489,106 | 19.3% |
| Cash | $506,976,328 | 14.4% |
| Equity - Exchange | $609,075,728 | 17.3% |
| Total | $3,520,668,945 | 100.0% |