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ADVISORS FINANCIAL, INC.
CRD 144837 · SEC 801-80263
8391 OLD COURTHOUSE ROAD, SUITE 205, VIENNA, VA, 22182, United States
Phone
(703) 883-0300
Fax
(703) 536-4742
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$321.2M
Discretionary AUM
$321.2M
Team
7 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 125 | $49.4M |
| High net worth individuals | 95 | $266.2M |
| Corporations/business entities | 5 | $5.4M |
States served
CA, DC, LA, MD, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD