RIA Intel›Advisers›Maryland›BETHESDA FINANCIAL ADVISORS, LLC

BETHESDA FINANCIAL ADVISORS, LLC

Advisory

BETHESDA, MD

Data as of Feb 20, 2026 · Source: SEC Form ADV

Rank in MD

#389

of 468 advisers by AUM

Average account

$400K

across 211 accounts

AUM per adviser

$42M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 20, 2026.

Total AUM

$84M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$84M

Discretionary AUM$84M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients58

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, DC, FL, MD, TX, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

58 clients

27 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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