$97.5M Total AUM
$93.5M Disc. AUM
-- 3Y CAGR
1 Employees
64 ADV. Clients
22 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Quantum prime
- Established Date
- 02-10-2004
- Office Locations
- 1
Office Locations
-- Virginia Beach VA
About Groom Financial Advisory
Groom Financial Advisory is a fee-only, fiduciary RIA serving individuals across Virginia and beyond from offices in Virginia Beach and Richmond. Led by Marshall H. Groom Jr., the firm provides comprehensive financial planning and ongoing investment management, including retirement, college savings, estate and tax planning, and insurance/risk reviews. Portfolios are implemented primarily with ETFs.
Team overview
54 AVG AGE
$97.5M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Optima glacier Ember unison
Custodian
Optima value
Investment Themes
Crest eagle Bridge Meridian
Investment Vehicles
Frontier signal
Services
Wave Glacier Signal peak Harbor Fusion optima Harbor radial
Technology
Matrix oak
Owner & Executives
MARSHALL HALL GROOM JR.
Financial Planner, Investment Advisor, President
- CRD
- #4167840
- Ownership
- 75% or more
(514) 731-3575
quantum.signal@meridiancapital.com
in linkedin.com/in/pathway-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,500,000 | -- |
| Non-Discretionary | $4,000,000 | -- |
| Total | $97,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $97,500,000
Equity - Exchange:
56.7% Other:
43.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,527,730,702 | 56.7% |
| Other | $1,930,348,138 | 43.3% |
| Total | $4,458,078,840 | 100.0% |