$77.8M Total AUM
$77.8M Disc. AUM
-- 3Y CAGR
1 Employees
106 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- North meridianPeak +more
- Established Date
- 07-05-2016
- Office Locations
- 1
Office Locations
1511 Enterprise Drive Second Floor Lynchburg VA
About Lynchburg Wealth Management
Lynchburg Wealth Management is a fee-only fiduciary advisor providing investment management paired with ongoing financial planning for individuals and families, plus standalone planning engagements and periodic financial checkups. The firm also delivers employer-sponsored financial wellness presentations with optional 1:1 consults. Portfolios are ETF-centric and custody is at Charles Schwab.
Team overview
40 AVG AGE
$77.8M AVG AUM / ADVISOR
$733.7K AVG AUM / CLIENT
10.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Peak Capital quantum North horizon
Client Personas
Timber vital
Investment Themes
Harbor matrix Timber Prime Legacy oak
Investment Vehicles
Harbor ember
Services
Meridian Peak Pioneer zenith Optima vertex Delta radial Catalyst Quantum Legacy ridge Pathway radial Fusion Vertex
Technology
Unison vertex Pioneer Crest Zenith
Owner & Executives
JOHN NORMAN HALL
Chief Compliance Officer, Managing Member, President
- CRD
- #6123589
- Ownership
- 75% or more
(573) 938-7269
foundation.summit@atlascapital.com
in linkedin.com/in/value-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,770,812 | -- |
| Non-Discretionary | $0 | -- |
| Total | $77,770,812 | -- |
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Separately Managed Accounts
Total SMA Asset: $77,770,812
Equity - Exchange:
15.9% Public Funds:
7.7% Corporate - Investment Grade:
8.5% U.S. Government/Agency:
18.7% Cash:
8.1% Derivatives:
14.2% Municipal Bonds:
26.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $844,764,701 | 15.9% |
| Public Funds | $409,099,887 | 7.7% |
| Corporate - Investment Grade | $451,603,771 | 8.5% |
| U.S. Government/Agency | $993,528,296 | 18.7% |
| Cash | $430,351,829 | 8.1% |
| Derivatives | $754,443,947 | 14.2% |
| Municipal Bonds | $1,429,193,109 | 26.9% |
| Total | $5,312,985,540 | 100.0% |