D
$151.2M Total AUM
$151.2M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-09-2008
- Office Locations
- 1
Office Locations
-- Charlottesville VA
About Drystone LLC
Drystone LLC is a Charlottesville-based RIA. The firm has been operating for 18 years. Managing $151.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Jackson National Life.
Team overview
-- AVG AGE
$151.2M AVG AUM / ADVISOR
$5.6M AVG AUM / CLIENT
18.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
CHRISTOPHER HEYWARD JACKSON
Managing Member, Owner
- CRD
- #2270619
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,190,352 | $4,446,775 |
| Non-Discretionary | $0 | -- |
| Total | $151,190,352 | $4,446,775 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Public Funds:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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