Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

TOTH FINANCIAL ADVISORY CORP

dba TOTH FINANCIAL ADVISORY CORP · CRD 104952 · Registered Investment Adviser

Custody via related personManages private funds

TOTH FINANCIAL ADVISORY CORP is a Registered Investment Adviser headquartered in LEESBURG, VA. The firm reports $1,154,553,270 in regulatory assets under management across 2,352 accounts, and manages 1 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$1,138,044,093
Non-discretionary$16,509,177
Total RAUM$1,154,553,270
Accounts2,352

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 104952. adviserinfo.sec.gov/firm/summary/104952.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.