Method CPA Overview

  • Founded
  • 1978
  • Status
  • Private
  • Employees
  • 11
  • Latest Deal Type
  • 2ndary - Private
  • Financing Rounds
  • 2

Method CPA General Information


Provider of asset management services. The company invests in and offers asset management services to the wealth management subsidiaries of large public accounting firms ranging from a state-of-the-art investment platform to providing investment advice to individual investors, enabling them to find the right applications for their unique needs.

Contact Information

Formerly Known As
Walker Daugherty
Ownership Status
Privately Held (backing)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Specialized Finance
Primary Office
  • 1100-C North Shenandoah Avenue
  • Front Royal, VA 22630
  • United States
+1 (540) 000-0000
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Method CPA Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Method CPA Executive Team (3)

Name Title Board Seat Contact Info
Tony Wood Co-Founder, Chief Executive Officer & Chairman
Pete Walker Co-Founder
You’re viewing 2 of 3 executive team members. Get the full list »

Method CPA Board Members (3)

Name Representing Role Since
0000000 00000 PineBridge Investments Board Member 000 0000
0000 0000 Method CPA Co-Founder, Chief Executive Officer & Chairman 000 0000
You’re viewing 2 of 3 board members. Get the full list »

Method CPA Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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