RIA Intel›Advisers›Virginia›TOTH FINANCIAL ADVISORY CORP

TOTH FINANCIAL ADVISORY CORP

Advisory

N·LEESBURG, VA

Data as of Mar 10, 2026 · Source: SEC Form ADV

Total AUM
$1.2B
1-Year AUM Growth
0.0%
3-Year CAGR
+4.8%
Employees
10
Assets Under Management
Total AUM$1.2B
Discretionary AUM$1.1B
Non-Discretionary AUM$17M
Discretionary %98.6%
Total Clients633
Team
Total Employees10
Investment Advisers18
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record68
First FilingFeb 23, 2001
Latest FilingMar 10, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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