State list
This page lists 1 family office based in West Virginia and adds 14 nearby firms for a broader regional search. The in-state record is classified as a single-family office and is located in Summersville. Its recorded focus tags include coal, oil and gas properties, and venture capital. Those categories may help a founder, business owner, fund manager, investor or advisor decide whether the record merits further research, but they do not establish a current investment mandate or confirm interest in a particular proposal. The nearby additions provide a wider set of firms to investigate, though they should not be treated as West Virginia-based. With a single in-state profile and no AUM disclosure, the public record offers limited information for assessing fit. Confirm geography and review the available firm details before planning outreach.
Coverage here is limited, and the team can help scope a wider search.
Reach out and our team will help you build out this list and your relationships in the industry. Tell us the region, office type and focus you care about, and we will take it from there.
Public firm-level fields only. Contact details are withheld. Order follows disclosed assets under management where available, then profile depth. It is not a ranking.
Bright Enterprises is a family office comprising privately held businesses and investments. Its holdings include energy production and royalty interests, a ski resort, fitness centers, adventure activities and a shortline railroad.
More family offices from nearby areas.
Orchard Holdings Group is a private investment firm that invests family capital in businesses with potential for long-term value creation. It partners with management teams to build businesses over time.
Arrivato is an extension of a single-family office focused on principal strategies. Its real estate activities include multifamily acquisitions, land development, and solar development.
Veritable LP is a multi-family office and investment advisory firm providing integrated investment solutions for families. Its stated investment areas include public markets, private equity, real estate, and alternative investments.
Key Family Wealth is the multi-family office division of Key Private Bank, providing wealth planning and investment services to families. Its offerings include investment, tax, philanthropic, credit and estate planning, as well as enterprise consulting, legacy planning, education, foundation and accounting services.
Nordwand Capital is a multi-family office serving families through asset allocation services and co-investment opportunities. Its approach includes personalized service and investment partnerships.
F.N.B. Private Family Wealth is a multi-family office and wealth advisory practice serving individuals, families, and business owners with complex financial needs. Its services include investment management, private markets, wealth preservation, succession planning, and estate services.
Pitcairn is a multi-family office providing wealth management and planning services to families across generations. Its services include fiduciary support, family governance, education, succession planning, and wealth administration.
Trust Company Family Offices is a multi-family office serving families, businesses, and nonprofit organizations. It provides fiduciary services, trust administration, investment management, and coordinated advisory support.
Paragon Advisors is a multi-family office that manages family wealth. Its services include organizing financial matters, reviewing assets and developing wealth and tax strategies.
Zeke Capital Advisors is a multi-family office that serves as the investment arm for clients, providing investment solutions tailored to client needs.
CM Wealth Advisors is a multi-family office serving client families, charitable foundations, and endowments. It began as a single-family office and later expanded to serve multiple clients.
Fairway Wealth Management provides family office services alongside wealth management. Its stated service areas include financial planning and trusts and trustees.
Canal Capital Management is a multi-family office and wealth management firm serving families, businesses and foundations. It provides support for wealth growth, protection and transfer based on clients’ goals.
Keel Point Advisors is a multi-family office serving families with substantial, multi-generational wealth. Its stated approach includes portfolio allocation and consideration of risk tolerance and investment time horizons.
Coverage here is limited, and the team can help scope a wider search.
Reach out and our team will help you build out this list and your relationships in the industry. Tell us the region, office type and focus you care about, and we will take it from there.
340 events hosted since 2007, from summits to small workshops.
The database has 1 firm classified in West Virginia and adds 14 nearby firms to broaden the regional search. Nearby entries are not necessarily located in West Virginia. Check each profile’s location before treating it as a local prospect or including it in a state-specific analysis.
The record is classified as a single-family office in Summersville, with coal, oil and gas properties, and venture capital listed as focus tags. These are public profile fields and do not confirm the firm’s current investment activity or interest in a specific opportunity.
First review the public profile and confirm that the geography and listed interests are relevant. If you reach out, explain your business or fund and the specific reason it may align with those interests. Ask whether the office considers external proposals, and avoid assuming that a tag indicates an active mandate.
AUM is not disclosed for the in-state record. Public firm-level details on the free page are limited, and contact details are withheld. The listed categories can guide further research, but they do not reveal check size, available capital or investment criteria.
You can request the full list through the form to receive contact data, decision makers and check size fields for the in-state and nearby records. This can support a wider regional search. It does not promise introductions, funding or investment outcomes.
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Use the form to request the full list with contact data, decision makers and check size fields across the in-state and nearby records. These details can help scope further research and outreach. No introductions, funding or outcomes are promised.
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