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    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

      Firm reaches $3.5 Billion in AUM

      Luxon Global Portfolios reach $500 Million in AUM

    • 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.