Mount Vernon Associates Inc
● SEC registered since 1986CRD 107099SEC# 801-26821Baltimore, MD
Reg. AUM
$232.5M
Employees
3
Accounts
121
Location
Baltimore, MD
Mount Vernon Associates Inc assets under management
Mount Vernon Associates Inc is a registered investment adviser overseen by the SEC based in Baltimore, MD. The firm has been registered since 1986. It reports $232.5 million in regulatory assets under management and employs 3 people.
Mount Vernon Associates Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Carlson Sullivan Control | President | 50-75% | 2010 |
| Nancy Van Dyke O'Hara Control | Vice President/Chief Compliance Officer/Treasurer | 25-50% | 2008 |
Frequently asked questions
How much does Mount Vernon Associates Inc manage?
Mount Vernon Associates Inc reports $232.5 million in regulatory assets under management on its Form ADV.
How many employees does Mount Vernon Associates Inc have?
Mount Vernon Associates Inc reports 3 employees.
Where is Mount Vernon Associates Inc located?
Mount Vernon Associates Inc is based in Baltimore, MD and has been SEC-registered since 1986.
Does Mount Vernon Associates Inc disclose fund performance?
Mount Vernon Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 575 S Charles Street, Ste 401, Baltimore, MD 21201 |
| Phone | 410-377-9780 |
| Office hours | 8:30-4:00 |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 799003 |
| Discloses disciplinary history | No |
Regulatory AUM
$232.5M▼ 1%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$232.5Mregulatory AUM
Discretionary $232.5M