$87.5M Total AUM
$85.1M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-05-2021
- Office Locations
- 1
Office Locations
-- Richmond VA
About Noble Hill Planning LLC
Noble Hill Planning is a Richmond, VA flat fee-only wealth management firm providing investment management plus retirement and tax planning. Pricing does not vary with portfolio size, and the firm uses evidence-based, low-cost, tax-aware strategies, primarily via ETFs and public funds. Led by a CFP professional and CFA charterholder; supports custody at Schwab.
Team overview
-- AVG AGE
$87.5M AVG AUM / ADVISOR
$3.6M AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
MATTHEW P. JENKINS
Chief Compliance Officer, President
- CRD
- #5152412
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,100,000 | -- |
| Non-Discretionary | $2,354,000 | -- |
| Total | $87,454,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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