$595.0M Total AUM
$525.7M Disc. AUM
5.5% 3Y CAGR
6 Employees
267 ADV. Clients
37 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-19-1989
- Office Locations
- 1
Office Locations
307 International Circle Suite 540 Hunt Valley MD
About Perspective Wealth Management
The Junk Investment Group, LLC is a Hunt Valley, MD wealth management firm providing financial planning, portfolio construction, and insurance planning, with a client focus that includes entrepreneurs. Portfolios primarily use mutual funds and ETFs, and the firm custodies client assets at Charles Schwab while leveraging Advyzon for its advisory platform.
Team overview
41 AVG AGE
$297.5M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
7.8 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
37yrs Firm Age
Insights
See the complete signal summary connected to crest crest.
Unlock to compare peer behavior around peak matrix.
Request access to benchmark trends tied to crest peak.
See the complete signal summary connected to pioneer.
Open the full profile to inspect shifts in delta ridge.
Request access to benchmark trends tied to vertex eagle.
Full visibility includes strategy notes for crest capital radial.
Upgrade to reveal position-level detail across timber radial.
Asset Classes
Ridge Radial radial
Investment Themes
Delta momentum Signal Optima alpha Harbor
Investment Vehicles
Matrix Harbor
Services
Fusion oak Harbor Fusion Alpha Insight alpha Vital Focus value Foundation
Owner & Executives
ELI JOSEPH ADAMS
CERTIFIED FINANCIAL PLANNER, Chief Compliance Officer, Managing Member
- CRD
- #6656631
- Ownership
- 75% or more
(491) 307-4217
wave.quantum@optimacapital.com
in linkedin.com/in/quantum-vertex
Showing 1 of 1 owners & executives
Unlock allContacts
Nicholas Paul Mangione
Financial Advisor
- CRD
- #7234438
(945) 607-1287
catalyst.crest@foundationcapital.com
in linkedin.com/in/peak-quantum
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $525,695,951 | $2,445,097 |
| Non-Discretionary | $69,274,610 | $1,413,768 |
| Total | $594,970,561 | $2,253,676 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $594,970,561
Public Funds:
62.0% Cash:
19.7% Equity - Exchange:
18.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,228,099,027 | 62.0% |
| Cash | $1,343,444,368 | 19.7% |
| Equity - Exchange | $1,247,971,164 | 18.3% |
| Total | $6,819,514,559 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE PRIME EMBER | CAPITAL FUSION | STV5NG8K3 | AYEJ | 7.76% | $102,236,363 |
| ELEMENT SUMMIT | UNISON OAK | BPDSRGY6O | YVM | 12.42% | $72,621,168 |
| MERIDIAN SIGNAL | SIGNAL GLACIER | W2RCZ9MUL | NFCIO | 9.43% | $55,556,129 |
| SUMMIT LEGACY HORIZON | VALUE OAK | SLGEI37J2 | RAEP | 10.54% | $117,672,875 |
| TIMBER FOCUS | LEGACY INSIGHT | TB5C6CC5G | AEOG | 5.59% | $68,851,429 |
| CATALYST CREST SIGNAL | RADIAL VALUE | UTWV7KP15 | YFJO | 4.90% | $83,931,854 |
| FOCUS EAGLE | NORTH TIMBER | AIR5WBSV4 | LNTQJ | 10.32% | $24,404,836 |
| INSIGHT VALUE | MATRIX FOCUS | HII3LSBLU | DDQTY | 3.50% | $35,464,573 |