David Staples
Salomon and Ludwin · Richmond, Virginia
David Staples is a fee-only financial advisor at Salomon and Ludwin in Richmond, Virginia, who holds the CFP credential. Salomon and Ludwin reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Salomon and Ludwin |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.34B across 1,602 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 5537538 |
| Exams passed | Series 66 (2009) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | salomonludwin.com |
How David's firm compares
- Salomon and Ludwin's average account is about $835,000, from its Form ADV (assets managed divided by 1,602 accounts).
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Questions about David
Is David Staples a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Salomon and Ludwin reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Salomon and Ludwin, reports charging a percentage of assets on its SEC Form ADV.
Where is David Staples based?
David Staples is based in Richmond, Virginia.
What credentials does David Staples hold?
David Staples holds the CFP credential.
Is David Staples registered with the SEC?
Yes. David Staples is registered as an investment adviser representative in TX and VA (CRD 5537538), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Salomon and Ludwin manage?
Salomon and Ludwin reports $1.34B across 1,602 accounts in assets under management.
How do I contact David Staples?
Through David's website, salomonludwin.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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