ABOUT US

A PARTNERSHIP CULTURE

A collaborative work environment to best serve clients by assessing real world circumstances not easily addressed with “one-size fits all” solutions.

A WEALTH MANAGEMENT FIRM

Wealth management is at the core of what we do.

  • Financial Planning

  • Research and Portfolio Advisory Services

  • Performance Reporting

  • Investment Management

  • Estate and Life Insurance Strategies

  • Corporate Benefits and Retirement Plan Services

A COMMITMENT TO OUR ADVISORS AND THEIR CLIENTS

  • Independence

  • Open architecture

  • Hybrid BD/RIA

  • Employee owned

AS AN INDEPENDENT WEALTH MANAGEMENT FIRM, WE ARE COMMITTED TO GROWTH THROUGH:

  • Independent corporate governance to ensure stability and longevity

  • Experienced management team to support advisors and their clients

  • Delivering practice management solutions

  • Investing in technology and owning core factors of production to drive value

  • Institutional processes to creatively originate, structure and finance transactions

  • Offering full transition management capabilities

OUR HISTORY

  • 2019

    Acquired Traditional Capital Management, Summit, NJ

  • 2018

    Named to the Financial Times Top 300 Investment Advisers List

    Moved corporate headquarters to East Byrd Street in Richmond, VA

    Elected Wendy Rogers to the Board of Directors

    Luxon Global Portfolios became GIPS compliant

    Luxon Global Portfolios track record audited and verified by ACA Compliance Group

    Luxon Global Portfolios added to Morningstar

    Luxon Global Portfolios added to the Envestnet platform

    Luxon Global Portfolios reach $400 Million in AUM

    Internalized Compliance and Operations

  • 2017

    Recapitalized holding company as Luxon Financial LLC

    Established Luxon Insurance Services

    Elected new Board members

    Opened Kingsport, TN office

    Opened Leesburg, VA Investment Advisory office

    Acquired Rafalko Advisors, Glen Allen, VA

    Firm reaches $2.5 Billion in AUM

    Established Luxon Asset Management

  • 2016

    Opened Nashville, TN office

  • 2015

    Joseph R. Schmuckler joined as Chief Executive Officer

  • 2013

    Acquired Riverstone Wealth Management in Austin and San Antonio, TX

    Firm reaches $2 Billion in AUM

  • 2011

    Opened Johnson City, TN office

  • 2010

    Opened Charlotte, NC office

  • 2009

    Opened Abingdon, VA office

  • 2008

    Firm reaches $1 Billion in AUM

  • 2007

    Acquired Stewart Wealth Management in Fredericksburg, VA

    Acquired Soles Bower Smith & Co. in Greensboro, NC

  • 2004

    Started Wealth Management business in Richmond, VA

  • 2003

    Obtained Broker / Dealer License

  • 2002

    Firm founded by Mark M. Gambill and Thomas H. Tullidge Jr.