Pagnato Karp Partners, LLC

Pagnato Karp Partners, LLC (CRD# 282298) is a financial advisory firm headquartered in Reston, VA. They manage $1,184,692,052 in 1,818 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,185
    MILLION
  • Total Number of Accounts
    1,818
    ACCOUNTS
  • Average Account Value
    $651,646
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, FL, MD, TX, VA

Financial Advisors at Pagnato Karp Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Eric H. Schoener
CRD#: 2445794
11951 Freedom Drive, Suite 1260, Reston, VA 20190
96
Wealthminder
score

Eric Schoener (CRD# 2445794) is an Investment Advisor Representative working at Pagnato Karp Partners, LLC in Reston, VA and has over 22 years of experience in the finance industry. Eric Schoener has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David W. Karp
CRD#: 2587445
11951 Freedom Drive, Suite 1260, Reston, VA 20190
93
Wealthminder
score

David Karp (CRD# 2587445) is an Investment Advisor Representative working at Pagnato Karp Partners, LLC in Reston, VA and has over 21 years of experience in the finance industry.

3
Lars G. Okeson
CRD#: 6016170
11951 Freedom Drive, Suite 1260, Reston, VA 20190
90
Wealthminder
score

Lars Okeson (CRD# 6016170) is an Investment Advisor Representative working at Pagnato Karp Partners, LLC in Reston, VA and has over 4 years of experience in the finance industry.

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