SALOMON AND LUDWIN

RIASEC RegisteredEst. 2018
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$835K
Accounts
1,602
Employees
12
Advisory reps
6

Firm details

Headquarters
RICHMOND, Virginia
CRD number
292456
Registered since
February 22, 2018
Website
salomonludwin.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI93.52%
  • Individuals4.7%
  • Other Investment Advisers1.78%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Salomon And Ludwin is an independent registered investment adviser organized as an LLC and SEC-registered in 2018. The firm focuses on servicing individual and family clients (including small-business owners) through fee-based portfolio management and financial planning, charging on a percentage-of-AUM basis. Its advisory mandate emphasizes public funds and mutual funds while the firm also describes itself as an active ESG investor. It does not identify as a multi-state adviser, a pension consultant, or a capital allocator. The firm has been recognized in Forbes’ RIA lists in both 2023 and 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 75%, Exchange Traded Equities 12%, Cash & Cash Equivalents 10%, State & Local Bonds 2%, US Government Bonds 1%, Other 1%75%
  • Public Funds/Mutual Funds75%
  • Exchange Traded Equities12%
  • Cash & Cash Equivalents10%
  • State & Local Bonds2%
  • US Government Bonds1%

Owners & executives

2 of 2

  • DALAL SALOMON

    CEO and Founding PartnerCRD 1057441

  • SARA GOCHENOUR

    Chief Operating OfficerCRD 5981851

Contacts

3 of 4

  • DAVID STAPLES

    Senior Advisor, PartnerCRD 5537538

  • JACOB SALOMON

    Managing Partner, CCO and Financial AdvisorCRD 6105610

  • DANIEL LUDWIN

    President & Founding PartnerCRD 2423632

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 334

Active vs passive

$1.3B in ETFs

Passive

94%

$1.2B

Active

5%

$86.1M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF (SUB)BlackRockPassiveMuni National Short$76.3M711,0885.76%
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Location

Primary office

RICHMOND, VA

GOOCHLAND

Location

RICHMOND, VA

Headquartered in RICHMOND, VA, in the South of the United States.

Region
South
County
GOOCHLAND
Address
1401 Gaskins Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth