Ataraxia Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$43,300,000
Clients
44
Advisors
1
of 1 employees
About
Ataraxia Advisory Services provides ongoing portfolio management and financial planning for individual and high-net-worth clients, overseeing roughly $50 million in discretionary assets. The firm offers written Investment Policy Statements and advises across a broad set of securities and vehicles, including mutual funds, ETFs, fixed income, real estate vehicles, private placements and annuities.
The adviser typically manages accounts under discretionary authority, documenting client goals, tax considerations and risk tolerance in each client’s Investment Policy Statement and conducting at least quarterly reviews. Investment analysis combines charting, fundamental, technical and quantitative methods and employs strategies ranging from long‑term investing to short‑term trading, options, margin and short sales depending on client objectives and risk profiles.
Noteworthy features disclosed in the brochure include advisory relationships beyond typical individual clients — the firm also works with charitable organizations, corporate/business clients and pension or profit‑sharing plans — and the principal holds an active insurance license and may offer commissionable insurance products, which the firm discloses as a potential conflict of interest. The brochure also notes the firm may receive soft‑dollar research benefits and recommends a specific custodian, arrangements that can affect access to third‑party research and execution considerations.
Client services
Expertise
Fee options
Financial planning flat fees range between $2,500 and $9,500; annual flat fee for portfolio management ranging from $25,000 to $100,000
$0 - $200,000: 1.50% $200,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
$200 per hour for financial planning services
Account minimum: $750,000
Main office
Radford VA
Advisors at this office
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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