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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-24-1986
- Office Locations
- 2
Office Locations
About Mount Vernon Associates INC
Mount Vernon Associates is a boutique asset manager founded in 1986, built as an intentionally small team focused on opportunistic value investing tailored to each client. The firm manages portfolios for pension and profit-sharing plans, endowments, foundations, trusts, and private investors across retail and institutional channels. Public filings indicate a heavy use of ETFs alongside corporate and U.S. government fixed income.
Reported data analysis
What the numbers show
Between February 7, 2025 and February 18, 2026, reported AUM decreased 0.8%, from $234.4M to $232.5M.
Across 5 reported observations, AUM increased 0.1% between March 3, 2022 and February 18, 2026, from $232.2M to $232.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 72 clients, or 36 clients per representative. That equates to $3.2M in reported AUM per client.
The profile lists 2 reported office locations and 40 years in operation. The source data was last updated on February 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Mount Vernon Associates INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARK CARLSON SULLIVAN
Director, President
- CRD
- #1302578
- Ownership
- 50% but less than 75%
NANCY VAN DYKE O'HARA
Chief Compliance Officer, TREASURER, Vice President
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $232,510,350 | $1,921,573 |
| Non-Discretionary | $0 | -- |
| Total | $232,510,350 | $1,921,573 |
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Separately Managed Accounts
SMA allocation detail is available
Mount Vernon Associates INC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Mount Vernon Associates INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.