Toth Financial Advisory Corp is an SEC registered investment adviser organized as a corporation with a primary office location in Leesburg, VA. Its latest Form ADV filing, dated March 10, 2026, reports $1.2B in regulatory assets under management, 18 employees, and 2,352 accounts.
Assets Under Management
$1.2B
Employees
18
Offices
--
Total Clients
655
Primary office
LEESBURG, VA
608 SOUTH KING STREET, SUITE 300, LEESBURG, VA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.1% of total clients.
Top client categories% of clientsClients
1
HNWI
51.1%
335
2
Individuals
47.6%
312
3
Pension Plans
0.8%
5
4
Charitable
0.3%
2
5
Pooled Investment Vehicles
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 10, 2026
Discretionary98.6%
$1.1B
99% of total RAUM98.6%
Non-discretionary1.4%
$17M
1% of total RAUM1.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.2B
Total Accounts2,352
10Y AUM Change+$694M (+150.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee36:1
10Y Employee Change+6 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.