RIA Intel›Advisers›Virginia›HELM FINANCIAL ADVISORS, LLC

HELM FINANCIAL ADVISORS, LLC

Advisory

VA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in VA

#498

of 588 advisers by AUM

Average account

$378K

across 194 accounts

AUM per adviser

$73M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$73M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$73M

Discretionary AUM$8M

Non-Discretionary AUM$66M

Discretionary %10.6%

Total Clients42

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVA

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

42 clients

22 high-net-worth

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

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