|
⚲
|
| Keyboard |
| D'Orazio & Associates Inc
✚
|
|
|---|---|
| CRD # | 131976 |
| SEC # | 801-63706 |
| CIK # | 0001646821 |
| AUM | 1,442.7 M (2026-03-31) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 703-269-3100 |
| Address | 8614 Westwood Center Drive Vienna, VA 22182 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Booz Allen Hamilton Holding Corp | 56.3 | ||
| UnitedHealth Group Inc | 13.1 | ||
| Nvidia Corp | 11.4 | ||
| Apple Inc | 11.0 | ||
| Microsoft Corp | 9.5 | ||
| Amazon Com Inc | 4.6 | ||
| Alphabet Inc | 4.3 | ||
| TTM Technologies Inc | 4.1 | ||
| Lockheed Martin Corp | 4.0 | ||
| Alphabet Inc | 3.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 25.3 |
| (b) Individuals (high net worth individuals) | 227 | 1,417.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 291 | 1,442.7 |
| By Discretionary | ||
| Discretionary | 290 | 1,440.4 |
| Non-Discretionary | 1 | 2.3 |
| Total | 291 | 1,442.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,442.7 | |
| Total | 291 | 1,442.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001646821] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Clients | 1 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Anchor Investment Management LLC
✚
|
SC | 1,515.8 M |
|
Class VI Family Office LLC
✚
|
CO | 1,498.0 M |
|
Mill Capital Management LLC
✚
|
NC | 1,493.1 M |
|
Wgshaheen & Associates Ltd
✚
|
NY | 1,490.5 M |
|
TSA Portfolio Management Inc FKA TSA Management Inc
✚
|
NY | 1,479.1 M |
|
Kimelman & Baird LLC
✚
|
NY | 1,478.7 M |
|
Principal Advised Services LLC
✚
|
IA | 1,422.9 M |
|
Alterna Wealth Management Inc
✚
|
TX | 1,401.4 M |
|
FSM Wealth Advisors LLC
✚
|
OH | 1,387.4 M |
|
J L Bainbridge & Co Inc
✚
|
FL | 1,371.2 M |