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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Capital optima
- Established Date
- 03-06-2017
- Office Locations
- 1
Office Locations
About Locke Asset Management
Locke Advisory Services LLC is an independent, fiduciary RIA in Ashburn, VA providing customized investment management alongside comprehensive financial planning, including tax preparation/planning and estate planning. The firm works with individuals, families, and small business owners on goals such as retirement and education, and typically implements portfolios using ETFs and mutual funds, with custody at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Arthur Sinton Locke III
Chief Executive Officer, Investment Advisor Representative, President
- CRD
- #6732027
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,325,969 | -- |
| Non-Discretionary | $0 | -- |
| Total | $69,325,969 | -- |
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Separately Managed Accounts
Total SMA Asset: $69,325,969
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $637,160,586 | 18.4% |
| Public Funds | $1,250,081,368 | 36.1% |
| Cash | $1,575,587,320 | 45.5% |
| Total | $3,462,829,274 | 100.0% |