{ "path": "/advisors/va/charlottesville/for-high-net-worth-individuals", "url": "https://advisorcensus.com/advisors/va/charlottesville/for-high-net-worth-individuals", "page_type": "metro_answer", "title": "Financial advisors for high-net-worth individuals in Charlottesville, VA", "filters": {}, "scope_total": 26, "faq": [ { "q": "Which financial advisors in Charlottesville, VA work with high-net-worth individuals?", "a": "26 investment advisory firms with a principal office in the Charlottesville metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one." }, { "q": "How many financial advisory firms are there in Charlottesville, VA?", "a": "AdvisorCensus lists 48 investment advisory firms with a principal office in the Charlottesville metro area, from Form ADV filings as of October 2026: 32 SEC-registered, 12 state-registered, and 4 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Charlottesville, VA?", "a": "21 of the 48 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Charlottesville, VA offer financial planning?", "a": "18 of the 44 firms in Charlottesville, VA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Charlottesville, VA fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 21 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 26 investment advisory firms with a principal office in the Charlottesville metro area that report high-net-worth individuals among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.", "about_market": "Charlottesville has 48 investment advisory firms with a principal office in the metro area as of October 2026: 32 SEC-registered, 12 state-registered, and 4 exempt reporting advisers. 21 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 9 report under $100 million in regulatory assets under management. The metro area has 90,452 households, 15,265 of them with income of $200,000 or more, or 318 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors for high-net-worth individuals in Charlottesville, VA: 26 firms from Form ADV filings as of October 2026.", "total_firms": 26, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 18, "state": 8, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 18 }, { "code": "percentage_of_aum", "count": 24 }, { "code": "hourly", "count": 10 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 12 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 5 }, { "code": "other", "count": 2 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 5 }, { "code": "5_to_9", "count": 9 }, { "code": "10_to_19", "count": 4 }, { "code": "20_plus", "count": 7 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 2 }, { "code": "25m_100m", "count": 6 }, { "code": "100m_500m", "count": 12 }, { "code": "500m_1b", "count": 5 }, { "code": "1b_5b", "count": 0 }, { "code": "over_5b", "count": 1 }, { "code": "not_reported", "count": 0 } ], "firms": [ { "crd_number": 108341, "name": "A. N. Culbertson & Company, Inc.", "name_as_filed": "A. N. CULBERTSON & COMPANY, INC.", "url": "https://advisorcensus.com/firm/a-n-culbertson-and-company-inc-charlottesville-va-108341", "city": "Charlottesville", "state": "VA", "years_registered": 33, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334270, "name": "Aria Wealth Partners", "name_as_filed": "ARIA WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/aria-wealth-partners-charlottesville-va-334270", "city": "Charlottesville", "state": "VA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282929, "name": "Broadpark Advisors, LLC", "name_as_filed": "BROADPARK ADVISORS, LLC", "url": "https://advisorcensus.com/firm/broadpark-advisors-llc-charlottesville-va-282929", "city": "Charlottesville", "state": "VA", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 104648, "name": "Chase Investment Counsel Corporation", "name_as_filed": "CHASE INVESTMENT COUNSEL CORPORATION", "url": "https://advisorcensus.com/firm/chase-investment-counsel-corporation-charlottesville-va-104648", "city": "Charlottesville", "state": "VA", "years_registered": 62, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 298041, "name": "Clio Asset Management LLC", "name_as_filed": "CLIO ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/clio-asset-management-llc-charlottesville-va-298041", "city": "Charlottesville", "state": "VA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 146951, "name": "Drystone LLC", "name_as_filed": "DRYSTONE LLC", "url": "https://advisorcensus.com/firm/drystone-llc-ivy-va-146951", "city": "Ivy", "state": "VA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 288434, "name": "Emergent Financial Services, LLC.", "name_as_filed": "EMERGENT FINANCIAL SERVICES, LLC.", "url": "https://advisorcensus.com/firm/emergent-financial-services-llc-charlottesville-va-288434", "city": "Charlottesville", "state": "VA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 106695, "name": "Ferguson, Andrews Investment Advisers, Inc", "name_as_filed": "FERGUSON, ANDREWS INVESTMENT ADVISERS, INC", "url": "https://advisorcensus.com/firm/ferguson-andrews-investment-advisers-inc-charlottesville-va-106695", "city": "Charlottesville", "state": "VA", "years_registered": null, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 136069, "name": "Fields Gottscho Capital Management LLC", "name_as_filed": "FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/fields-gottscho-capital-management-llc-charlottesville-va-136069", "city": "Charlottesville", "state": "VA", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 304985, "name": "Hunter Lewis LLC", "name_as_filed": "HUNTER LEWIS LLC", "url": "https://advisorcensus.com/firm/hunter-lewis-llc-crozet-va-304985", "city": "Crozet", "state": "VA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 130099, "name": "Investure, LLC", "name_as_filed": "INVESTURE, LLC", "url": "https://advisorcensus.com/firm/investure-llc-charlottesville-va-130099", "city": "Charlottesville", "state": "VA", "years_registered": 22, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 121713, "name": "Kamke Investment Strategies Inc.", "name_as_filed": "KAMKE INVESTMENT STRATEGIES INC.", "url": "https://advisorcensus.com/firm/kamke-investment-strategies-inc-charlottesville-va-121713", "city": "Charlottesville", "state": "VA", "years_registered": 29, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 287732, "name": "Kuleana Capital Management LLC", "name_as_filed": "KULEANA CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/kuleana-capital-management-llc-free-union-va-287732", "city": "Free Union", "state": "VA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 115645, "name": "Marotta Wealth Management, Inc.", "name_as_filed": "MAROTTA WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/marotta-wealth-management-inc-charlottesville-va-115645", "city": "Charlottesville", "state": "VA", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 292664, "name": "Masonry Capital Management, LLC", "name_as_filed": "MASONRY CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/masonry-capital-management-llc-charlottesville-va-292664", "city": "Charlottesville", "state": "VA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 323914, "name": "Oakleigh Wealth Services", "name_as_filed": "OAKLEIGH WEALTH SERVICES", "url": "https://advisorcensus.com/firm/oakleigh-wealth-services-crozet-va-323914", "city": "Crozet", "state": "VA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286378, "name": "Ranger Global Holdings LLC", "name_as_filed": "RANGER GLOBAL HOLDINGS LLC", "url": "https://advisorcensus.com/firm/ranger-global-holdings-llc-charlottesville-va-286378", "city": "Charlottesville", "state": "VA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 173346, "name": "Rede Wealth, LLC", "name_as_filed": "REDE WEALTH, LLC", "url": "https://advisorcensus.com/firm/rede-wealth-llc-charlottesville-va-173346", "city": "Charlottesville", "state": "VA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 139916, "name": "Round Oak Capital LLC", "name_as_filed": "ROUND OAK CAPITAL LLC", "url": "https://advisorcensus.com/firm/round-oak-capital-llc-charlottesville-va-139916", "city": "Charlottesville", "state": "VA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 325345, "name": "Selby Lane Capital, LLC", "name_as_filed": "SELBY LANE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/selby-lane-capital-llc-charlottesville-va-325345", "city": "Charlottesville", "state": "VA", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 150348, "name": "Solitude Financial Services, Inc.", "name_as_filed": "SOLITUDE FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/solitude-financial-services-inc-charlottesville-va-150348", "city": "Charlottesville", "state": "VA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 154481, "name": "Southland Equity Partners, LLC.", "name_as_filed": "SOUTHLAND EQUITY PARTNERS, LLC.", "url": "https://advisorcensus.com/firm/southland-equity-partners-llc-charlottesville-va-154481", "city": "Charlottesville", "state": "VA", "years_registered": 15, 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in Charlottesville, VA" } ], "niche_pages": [ { "path": "/advisors/va/charlottesville/airline-pilots", "firm_count": 1, "label": "Financial advisors for airline pilots in Charlottesville, VA" } ] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }