BALTIMORE, MDCRD 107099Latest ADV February 18, 2026
Mount Vernon Associates Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Baltimore, MD. Its latest Form ADV filing, dated February 18, 2026, reports $233M in regulatory assets under management, 3 employees, and 121 accounts.
Assets Under Management
$233M
Employees
3
Offices
--
Total Clients
72
Primary office
BALTIMORE, MD
575 S CHARLES STREET, STE 401, BALTIMORE, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.2% of total clients.
Top client categories% of clientsClients
1
HNWI
54.2%
39
2
Individuals
31.9%
23
3
Charitable
11.1%
8
4
Pension Plans
2.8%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$233Mas of February 18, 2026
Discretionary100.0%
$233M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$233M
Total Accounts121
10Y AUM Change+$100M (+75.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee24:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.