RIA Intel›Advisers›Ohio›WESTMINSTER FINANCIAL ADVISORY CORP

WESTMINSTER FINANCIAL ADVISORY CORP

Advisory

N·BEAVERCREEK, OH

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$1.4B
1-Year AUM Growth
+33.1%
3-Year CAGR
+13.6%
Employees
41
Assets Under Management
Total AUM$1.4B
Discretionary AUM$1.4B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients2,022
Team
Total Employees41
Investment Advisers43
Employee Growth (1Y)+14.3%
Filing History
Total Filings on Record65
First FilingMar 26, 2001
Latest FilingMar 30, 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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