Sign in Sign up for free

Terry Asset Management, LLC (Charlottesville)


Terry Asset Management, LLC is an adviser based in Charlottesville. It manages $24.88 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2001.




Terry Asset Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Terry Asset Management: assets under management

The assets under management (AUM) of Terry Asset Management, LLC is $24.88 million. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $8.57 million in discretionary accounts and $16.31 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $658.97 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.04 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Terry Asset Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Charlottesville

The principal office where Terry Asset Management, LLC performs its advisory services is located at 2 Boars Head Place, Charlottesville, VA 22903 The mailing address of the firm is P.O. Box 5404, Charlottesville, VA 22905 5404. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 434-296-7266 or by fax 434-296-9982. The normal business hours are by appointment on Monday - Friday.


Registered investment advisers similar to Terry Asset Management, LLC