CRD: 117121
Virginia Investment Advisory, Inc.
$80.5M Total AUM
$69.6M Disc. AUM
-- 3Y CAGR
2 Employees
156 ADV. Clients
31 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-27-1995
- Office Locations
- 2
Office Locations
3410 Cutshaw Avenue Richmond VA
90 Whitewood Road Suite 1 Charlottesville VA
About Virginia Investment Advisory, Inc.
Virginia Investment Advisory, Inc. is a Virginia-based boutique investment advisory firm serving retail clients with investment management and financial planning, including portfolio construction and insurance/annuity planning. The firm primarily uses public funds and ETFs alongside fixed income and active allocation approaches. Securities are offered through American Portfolios Financial Services (FINRA/SIPC).
Team overview
-- AVG AGE
$40.3M AVG AUM / ADVISOR
$516.2K AVG AUM / CLIENT
20.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
31yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
C
CRAIG ALLEN SMELLEY
President
- CRD
- #715643
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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S
STEPHEN ROBERT PURDY
Insurance Agent
- CRD
- #2904224
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,636,410 | -- |
| Non-Discretionary | $10,888,482 | -- |
| Total | $80,524,892 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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