VIRGINIA GLOBAL ASSET MANAGEMENT, LLC

Overview

Virginia Global Asset Management, LLC is an independent registered investment adviser focused on individuals and families. The firm runs a portfolio-centric practice that favors equities: filings show a clear tilt toward exchange-traded equities as the dominant sleeve of client portfolios. Service lines center on financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm charges both a percentage-of-assets fee and occasional hourly charges, which supports a mix of ongoing portfolio relationships and project-based financial planning work. Investment activity emphasizes publicly traded equity exposure as the core allocation, supplemented by mutual funds and selected alternative allocations (hedge funds and real estate) for diversification and risk management. As an independent RIA with a relatively small asset base, the firm appears to combine broad-market, liquid equity exposures with selective use of third-party managers for alternative or less liquid strategies.

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Public Holdings

Investments & Alternatives

Location & Offices