Mount Vernon Associates Inc
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
FINTRXOverview
Mount Vernon Associates Inc is a privately owned investment advisory firm that has been SEC-registered since 1986. It serves both individual and family clients as well as institutional accounts, providing portfolio management for individuals, small businesses, and institutions on a fee basis tied to assets under management. Public filings indicate a preference for equity-oriented portfolios; the adviser does not identify as an active ESG investor and uses a traditional percentage-of-AUM fee model.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Investment Grade Corp Bonds14%
- Non-Investment Grade Corp Bonds8%
- US Government Bonds4%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2Nancy O'hara
Vice President and Chief Compliance OfficerCRD 5253349
Mark Sullivan
President and Chief Investment OfficerCRD 1302578
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$407K in ETFs
100%
$407K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $407K | 543 | 100.00% |
Location
Baltimore, MD
Baltimore City
Location
Baltimore, MD
Headquartered in Baltimore, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Baltimore City
- Address
- 575 S Charles St
- Time zone
- ET (UTC-5)
- Office locations
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