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WESTMINSTER FINANCIAL ADVISORY CORP
CRD 110283 · SEC 801-29690
50 CHESTNUT STREET, SUITE A-400, BEAVERCREEK, OH, 45440, United States
Phone
937-898-5010
Fax
937-898-0119
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.36B
Discretionary AUM
$1.36B
Team
43 total employees; 41 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1629 | $420.3M |
| High net worth individuals | 306 | $798.9M |
| Pension/profit sharing plans | 72 | $39.3M |
| Corporations/business entities | 22 | $103.2M |
States served
VT, AL, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD