BEAVERCREEK, OHCRD 110283Latest ADV March 30, 2026
Westminster Financial Advisory Corp is an SEC registered investment adviser organized as a corporation with a primary office location in Beavercreek, OH. Its latest Form ADV filing, dated March 30, 2026, reports $1.4B in regulatory assets under management, 43 employees, 20 offices, and 3,337 accounts.
Assets Under Management
$1.4B
Employees
43
Offices
20 offices
Total Clients
2,029
Primary office
BEAVERCREEK, OH
50 CHESTNUT STREET, SUITE A-400, BEAVERCREEK, OH, United States
Top client segmentIndividuals represent 80.3% of total clients.
Top client categories% of clientsClients
1
Individuals
80.3%
1,629
2
HNWI
15.1%
306
3
Pension Plans
3.5%
72
4
Corporations
1.1%
22
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 30, 2026
Discretionary100.0%
$1.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.4B
Total Accounts3,337
10Y AUM Change+$1.1B (+362.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees43
Clients per Employee47:1
10Y Employee Change+8 (+22.9%)
* 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.