Salomon and Ludwin
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Salomon and Ludwin advises individuals, high-net-worth households, families, trusts, estates, foundations, small businesses, and employer-sponsored qualified retirement plans, delivering discretionary portfolio management, financial planning, and retirement plan consulting. The firm also serves as a wrap-fee program sponsor and provides sub-advisory/model portfolio services to unaffiliated registered investment advisers and 401(k)/403(b) plans.
The firm pursues a flexible, actively managed approach that emphasizes low-cost, tax-efficient ETFs, mutual funds and individual securities while combining fundamental and technical analysis and a proprietary TriggerPoint™ timing strategy. Salomon and Ludwin discloses limited use of options for hedging or income, tactical cash positions, and controlled borrowing in separately managed accounts, and it uses approved AI tools under an internal AI policy to support investment analysis.
Salomon and Ludwin reports over $1.3 billion in discretionary assets under management—more than $200 million per advisor—which is large for a team-sized firm and accompanies several uncommon business activities. The firm’s commercial relationship with DynaLogic Signals to promote its patented TriggerPoint tool, its role as a wrap sponsor and sub-adviser, and custodial support arrangements that include research and conference access are specific features the firm discloses and monitors as potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
$2,000,000 - $2,500,000: 0.85% $2,500,000 - $5,000,000: 0.70% $5,000,000 - $7,500,000: 0.60% $7,500,000 - $10,000,000: 0.50% $10,000,000 - $12,500,000: 0.40% $12,500,000 - $15,000,000: 0.30% $15,000,000 - $17,500,000: 0.30% $17,500,000 - $20,000,000: 0.30% $20,000,000 - $22,500,000: 0.25% $22,500,000 - $25,000,000: 0.25% $25,000,000 - $27,500,000: 0.25% $27,500,000 - $30,000,000: 0.15% $30,000,000 - $32,500,000: 0.15% $32,500,000 - $35,000,000: 0.10% $35,000,000 - $37,500,000: 0.10% $37,500,000+: 0.05%
Commission-based products are offered in rare cases via representatives of Osaic Wealth, Inc., with commissions paid separately.
Account minimum: $2,000,000 Minimum fee: $7,500 per year or 1.75% annually, whichever is greater for clients with assets below $2 million Fee-only: Advisory fees based on assets under management as detailed in fee tiers, billed quarterly in advance.
Main office
1401 Gaskins Road
Richmond VA 23238
Advisors at this office
6
Most active in
California · Colorado · District of Columbia · Florida · Georgia · Louisiana · Maryland · Michigan · New York · North Carolina · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Virginia
Also doing business as
Salomon And Ludwin · Salomon And Ludwin, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Quick links
Advisors at this firm
Sara G
Series 65
Richmond, VA
Salomon and Ludwin
Sara Gochenour is a Series 65 credentialed financial advisor with 13 years of industry experience. She is currently with Salomon and Ludwin, where she has worked since 2026. Her prior experience includes roles at Heritage Wealth Advisors and Nasdaq, Inc., spanning a total of seven years. Salomon and Ludwin serves individuals, high-net-worth households, families, trusts, estates, foundations, small businesses, and qualified retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a flexible, actively managed approach using low-cost, tax-efficient ETFs, mutual funds, and individual securities combined with fundamental and technical analysis and a proprietary timing strategy.
Jacob S
CFP®, Series 66
Richmond, VA
Salomon and Ludwin
Jacob Salomon is a CFP® professional with nine years of industry experience currently serving as a financial advisor at Salomon and Ludwin in Richmond, VA. He has held roles at OSAIC, Triad Advisors, and Wells Fargo Clearing Services, LLC. Outside of his advisory work, Salomon is a co-trustee of an irrevocable life insurance trust and owns an LLC that holds raw land; he also works with an insurance distribution firm to develop new insurance products. Salomon and Ludwin advises individuals, high-net-worth households, families, trusts, estates, foundations, small businesses, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs an active management approach utilizing low-cost, tax-efficient ETFs, mutual funds, and individual securities combined with fundamental and technical analysis and a proprietary timing strategy.
David S
CFP®, Series 66
Richmond, VA
Salomon and Ludwin
David Staples is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Salomon and Ludwin since 2018 and previously spent eight years at Wells Fargo Advisors Financial Network. Salomon and Ludwin advises individuals, families, trusts, estates, foundations, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a flexible, actively managed approach that incorporates low-cost, tax-efficient ETFs, mutual funds, individual securities, fundamental and technical analysis, and a proprietary TriggerPoint™ timing strategy.
Dalal S
Series 63, Series 65
Richmond, VA
Salomon and Ludwin
Dalal Salomon is a financial advisor with Salomon and Ludwin in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. Prior to joining Salomon and Ludwin in 2018, she worked at Wells Fargo Advisors Financial Network and Wells Fargo Clearing for a combined 19 years. She serves on the Michigan State University College of Business Wealth Management Committee in a volunteer capacity. Salomon and Ludwin advises individuals, high-net-worth households, families, trusts, estates, foundations, small businesses, and qualified retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a flexible, actively managed investment approach that emphasizes low-cost, tax-efficient ETFs, mutual funds, and individual securities combined with fundamental and technical analysis and a proprietary timing strategy.
Daniel L
Series 63, Series 65
Richmond, VA
Salomon and Ludwin
Daniel Ludwin is a financial advisor at Salomon and Ludwin with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Salomon and Ludwin since 2018, following a nine-year tenure at Wells Fargo Advisors Financial Network. Outside of his advisory role, he serves as a co-trustee for several family and firm-related trusts. Salomon and Ludwin advises individuals, families, trusts, estates, foundations, small businesses, and qualified retirement plans, providing discretionary portfolio management, financial planning, and retirement consulting. The firm employs a flexible, actively managed approach focused on low-cost, tax-efficient ETFs, mutual funds, and individual securities, incorporating fundamental and technical analysis alongside a proprietary timing strategy.
Allison G
Series 66
Richmond, VA
Salomon and Ludwin
Allison Gregory is a financial advisor at Salomon and Ludwin with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Truist Bank and Wells Fargo Bank. Salomon and Ludwin serves individuals, high-net-worth households, families, trusts, estates, foundations, small businesses, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a flexible, actively managed investment approach that incorporates low-cost, tax-efficient ETFs, mutual funds, individual securities, and a proprietary timing strategy called TriggerPoint™.
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