$14.0M Total AUM
$9.2M Disc. AUM
-- 3Y CAGR
1 Employees
73 ADV. Clients
17 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- FocusDelta horizon
- Established Date
- 10-03-2008
- Office Locations
- 1
Office Locations
1775 Tysons Blvd 4TH Floor #04160 Tysons VA
About Deafinvest
DeafInvest is a deaf-owned independent RIA founded in 1983 serving the Deaf community with ASL-first advice. The firm provides discretionary investment management, financial planning, retirement planning, and family/estate planning support, and delivers in-person or online workshops. Offers 401(k)/solo 401(k) administration powered by Betterment and builds portfolios that can include ETFs. Based in Tysons, VA; registered in VA and other states.
Team overview
-- AVG AGE
$14.0M AVG AUM / ADVISOR
$191.8K AVG AUM / CLIENT
6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Matrix quantum Pioneer Meridian Ridge Legacy alpha Value wave
Custodian
Zenith Momentum Summit quantum Meridian Vertex Crest capital
Investment Themes
Peak momentum Beacon focus
Investment Vehicles
Beacon delta Frontier frontier Foundation
Services
Timber Value crest Frontier crest Insight ember Frontier Unison peak
Technology
Foundation Focus
Owner & Executives
CHARLES R. STERLING
Owner, President
- CRD
- #5535903
- Ownership
- 75% or more
(550) 455-7799
zenith.glacier@beaconcapital.com
in linkedin.com/in/glacier-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,157,012 | -- |
| Non-Discretionary | $4,842,988 | -- |
| Total | $14,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,550,000
Equity - OTC:
21.8% Equity - Exchange:
41.4% Cash:
36.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,834,298,393 | 21.8% |
| Equity - Exchange | $3,483,484,105 | 41.4% |
| Cash | $3,096,430,316 | 36.8% |
| Total | $8,414,212,814 | 100.0% |