Mount Vernon Associates Inc
Mount Vernon Associates Inc is an SEC-registered ria in Baltimore, MD with $232.5M assets under management (AUM, regulatory AUM), -1% over one year. See who owns Mount Vernon Associates Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107099, SEC 801-26821, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $232.5M (2026-02-18)
- Firm type
- Ria
- Location
- Baltimore, MD
- Employees
- 3
- Clients
- 72
- CRD
- 107099
- Ownership
- O'HARA, NANCY, VAN DYKE; CAIN, SILAS, WINFIELD; SULLIVAN, MARK, CARLSON; CAIN, KEVIN, TAYLOR
How much AUM does Mount Vernon Associates Inc have?
Mount Vernon Associates Inc reported $232.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns Mount Vernon Associates Inc?
Disclosed owners and executives of Mount Vernon Associates Inc include O'HARA, NANCY, VAN DYKE, CAIN, SILAS, WINFIELD, SULLIVAN, MARK, CARLSON, CAIN, KEVIN, TAYLOR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.