HNW client percentage for Supported firms serving clients in District Of Columbia

Supported firms active in District Of Columbia 57 firms

Very Low 0%-9%

Low 9%-31%

Typical 31%-44%

High 44%-75%

Very High 75%-100%

5th 20th 40th 60th 80th 95th

Median: 38%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Capstone, LLC	Very Low 0%	—	287	—
Catoctin Ridge Wealth Partner	Very Low 1%	12	933	$210K
Borabond, LLC	Very Low 0%	—	207	$400
Shaker Financial Services	Typical 31%	101	329	$870K
Jacques Advisors, LLC	Low 17%	41	247	$360K
Actify Investor Retirements, LLC	Very Low 0%	—	220	$27K
Law & Associates Inc	Low 18%	54	297	$1.1M
MainStreet Financial Planning, Inc.	Very Low 0%	—	350	—
Opulen Financial Group, LLC	Typical 31%	54	172	$1M
McGinn Penninger Investment Management Inc.	Very High 100%	331	331	$360K
Garritt Financial Solutions LLC	Very Low 0%	—	159	$99K
Sullivan Wood Capital Management, LLC	Typical 41%	32	79	$1.1M
Sanchez & Zures, LLC	High 44%	63	142	$1.7M
Third Eye Associates, Ltd	Typical 39%	82	211	$0
MG Capital Partners, LLC	Low 9%	19	210	$390K
Partnership Wealth Management	High 45%	62	139	$1.7M
Promethium	Very High 75%	208	277	$830K
First Wilshire Securities Management, Inc.	High 73%	202	275	$1.2M
Audible Wealth Management	Very Low 3%	9	269	$150K
Warren Capital Group	Typical 37%	67	181	$380K
Bryspen, Incorporated	Very High 93%	54	58	$5.3M
Capital Area Planning Group	Very High 88%	49	56	$1.1M
Craftwork Capital LLC	Low 18%	30	163	$620K
Berg Faircloth Investment Advisors	Very Low 8%	8	105	$310K
Jason Howell Company	Low 14%	15	105	$610K
Ortman Financial Planning	Low 18%	19	104	$610K
Valor Wealth Partners	Low 29%	45	156	$410K
Larimer Capital Corporation	High 45%	45	101	$1.7M
DBA Seslia Securities	Very Low 0%	—	134	$200K
Advanced Tax & Investments, Inc.	Very Low 7%	6	81	$340K
Solist Financial	Low 28%	22	78	$1.1M
T/R Financial Management Group, LLC	Low 21%	16	75	$350K
Guide Rock Capital Management, Inc.	Low 30%	21	71	$570K
Washington Growth Strategies LLC	High 51%	18	35	$6.2M
Donalies Financial Planning, LLC	Very High 85%	115	135	$1.5M
Princeton Asset Management, LLC	Very High 100%	66	66	$1M
8th Street Investments, LLC	High 60%	35	58	$2.8M
Bethesda Financial Advisors, LLC	High 47%	27	58	$1.5M
Florin Group, LLC	Low 27%	22	81	$980K
Holistic Planners	Very Low 4%	2	51	$280K
Arthur Stein Financial, LLC	Very High 76%	58	76	$1.9M
Jade & Cowry LLC	High 50%	25	50	$1.3M
MZ Capital, LLC	High 65%	46	71	$2.1M
Concert Financial Planning, LLC	Typical 34%	15	44	$650K
SMP Financial Planning, LLC	Very High 88%	38	43	$1.5M
Alikos Wealth Management, LLC	High 49%	20	41	$2.3M
Preserve Private Wealth, LLC	Very High 88%	35	40	$2.2M
Re Envision Wealth	Typical 37%	29	78	$1.1M
Steward Inc.	Typical 42%	16	38	$1.7M
Ithaka Financial Planning, LLC	High 55%	30	55	$1.7M
CJC Wealth Management	Typical 43%	31	72	$1.3M
Springreef LLC	Very High 100%	29	29	$0
District Capital Management, LLC	Typical 33%	13	40	$710K
Generational Private Wealth	High 51%	20	39	$6.7M
CST Advisory Services, LLC	Very Low 0%	—	11	—
Virtera Partners LLC	Very High 100%	15	15	$12M
Golden Eagle Capital Advisors, Inc.	Very High 88%	14	16	$450K
Aption Advisors LLC	—	—	—	—
Pinion Financial Services, LLC	—	—	—	—

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