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TOTH FINANCIAL ADVISORY CORP
CRD 104952 · SEC 801-27662
608 SOUTH KING STREET, SUITE 300, LEESBURG, VA, 20175, United States
Phone
703-443-8684
Fax
703-669-4577
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.15B
Discretionary AUM
$1.14B
Team
18 total employees; 10 advisory reps; 655 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 312 | $97.6M |
| High net worth individuals | 335 | $983.9M |
| Pooled investment vehicles | 1 | $46.8M |
| Pension/profit sharing plans | 5 | $11.7M |
| Charitable organizations | 2 | $14.6M |
States served
AK, AZ, CA, CO, DC, GA, MD, NC, OH, OK, PA, SC, TN, VA, WV, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD