Mount Vernon Associates Inc

RIASEC Registered

Total AUM

$233M

Discretionary

$233M

100% of AUM

Avg account

$1.9M

Accounts

121

Employees

Advisory reps

Firm details

Headquarters: Baltimore, Maryland
CRD number: 107099
Registered since: March 24, 1986
Custodians: CHARLES SCHWAB & CO., INC., BANK OF LABOR
Fee structure: Percentage of AUM
Client types: HNWI63.39%
Pension & Profit Sharing Plans23.15%
Charitable Organizations9.22%
Individuals4.23%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mount Vernon Associates Inc. is a privately held advisory firm organized as a corporation and registered with the SEC since 1986. The firm bills clients on a percentage-of-assets-under-management basis and focuses on discretionary portfolio management for individuals, small businesses and institutional entities. Ownership is recorded as individual, which, together with its scale and client mix, suggests a compact, client-focused practice rather than a large, multi-branch platform. Mount Vernon does not identify as an active ESG investor and is not listed as a multi-state or newly formed adviser.