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XML FINANCIAL GROUP
XML FINANCIAL, LLC
CRD 284987 · SEC 801-108376
6901 ROCKLEDGE DRIVE, SUITE 730, BETHESDA, MD, 20817, United States
Phone
(301) 770-5234
Fax
(301) 770-4929
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.30B
Discretionary AUM
$2.49B
Team
54 total employees; 26 advisory reps; 30 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2057 | $1.83B |
| High net worth individuals | 833 | $1.36B |
| Pension/profit sharing plans | 22 | $26.5M |
| Charitable organizations | 13 | $7.7M |
| Corporations/business entities | 19 | $79.0M |
States served
VT, AL, AZ, CA, CO, DE, DC, GA, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://x.com/XMLFinancial
- HTTP://WWW.FACEBOOK.COM/XMLFG
- https://www.youtube.com/@XMLFinancialGroup
- HTTP://WWW.XMLFG.COM
- https://women.xmlfg.com/
- https://focusfinancialpartners.com
- https://www.linkedin.com/company/xml-financial-group/mycompany/
- https://www.instagram.com/xmlfg/
- https://www.linkedin.com/company/2064318/
- https://www.linkedin.com/company/xml-w-women-wealth-wellness/
- https://www.facebook.com/xmlfgw/
Official SEC filing: View on IAPD