# Salomon & Ludwin

Salomon & Ludwin is a Bank / Wealth / Trust based in Richmond, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Richmond, United States
- **Region:** North America
- **Address:** 1401 Gaskins Rd., Richmond, VA 23238, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** salomonludwin.com
- **LinkedIn:** https://www.linkedin.com/company/salomon-&-ludwin-llc/

## Regulatory record

- **CRD number:** 292456
- **SEC file number:** 801-112494
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/292456

## About

Salomon & Ludwin launched in 2009 when Dalal Salomon and Dan Ludwin merged their advisory practices. Salomon had been in the industry since 1984; Ludwin entered in 1995 after studying economics at Ohio State. The firm operates from a single office in Richmond, Virginia, and markets itself to a deliberately limited roster of high-net-worth individuals and families. Jacob Salomon — Dalal’s son — joined the firm as an advisor in 2011 and now serves as Managing Partner and Chief Compliance Officer. The firm delivers financial planning, portfolio management, and wealth-transfer counsel with an in-house investment-strategy function led by CFA charterholder John Harper. The team constructs client portfolios using a proprietary software process that Ludwin describes as applying “common sense and logic when investing.” Asset-class and security-level disclosures are absent from public materials; the firm emphasizes advisor continuity, cash-flow modeling, and tax-aware sequencing over naming specific holdings or funds. The geographic footprint is concentrated in Virginia, though the client base includes families with multi-state interests. Eleven professionals compose the team, including a dedicated operations director and three senior client-relationship associates. Adjacent vehicles — such as a philanthropic foundation or a directed trust company — are not disclosed. In May 2024, the firm’s website listed eight credentialed advisors spanning the CFP, CFA, CPWA, and CEPA designations, unchanged from the prior year, signaling deliberate headcount management consistent with the limited-clientele model. The firm’s structural differentiator is its stated refusal to delegate portfolio management to third parties. Every advisor participates in analyzing each client’s situation, and the team operates with a single-voice investment committee. This architecture rejects the typical RIA playbook of scaling through junior advisors and external strategists, instead betting that a concentrated, senior team can maintain fiduciary alignment as wealth transfers across generations.

## People

- Dalal Maria Salomon — CFO, Founding Partner
- Daniel B. Ludwin — President, Founding Partner
- Jacob Salomon — CCO, Partner
- David Staples — Senior Advisor, Partner
- John Harper — Director of Investment Strategy

## Questions

### Who runs investment decisions at Salomon & Ludwin?

John Harper, CFA, serves as Director of Investment Strategy and oversees the firm’s research and portfolio-construction process. Founding partners Dalal Salomon and Dan Ludwin remain involved in investment policy, and the firm states that every advisor participates in analyzing client needs so that portfolios reflect collective experience rather than a single portfolio manager’s view.

### What is the firm’s posture on client capacity and growth?

Salomon & Ludwin explicitly caps its client roster, describing the limit as essential to remaining “available, responsive, and focused.” It has grown headcount selectively — adding Jacob Salomon as a second-generation advisor and maintaining a team of eleven — rather than pursuing asset-scale through mass-market channels or M&A.

### How is the firm handling succession and continuity?

Jacob Salomon joined the firm in 2011 and now holds the roles of Managing Partner and Chief Compliance Officer alongside founders Dalal Salomon and Dan Ludwin. The multi-generational leadership structure, supported by senior advisors David Staples and Allison Gregory, embeds continuity without a publicly disclosed external sale or merger plan.

## Related profiles

- [Salm-Salm & Partner](https://altss.com/profile/salm-salm-partner)
- [Salomon Family Foundation](https://altss.com/profile/salomon-family-foundation)

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Last updated: 2026-06-03T20:00:00.000Z

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