VIRGINIA BEACH, VACRD 110746Latest ADV March 19, 2026
Financial Security Advisory Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Virginia Beach, VA. Its latest Form ADV filing, dated March 19, 2026, reports $1.7B in regulatory assets under management, 43 employees, 5 offices, and 3,141 accounts.
Assets Under Management
$1.7B
Employees
43
Offices
5 offices
Total Clients
3,141
Primary office
VIRGINIA BEACH, VA
477 VIKING DRIVE, SUITE 305, VIRGINIA BEACH, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.3% of total clients.
Top client categories% of clientsClients
1
Individuals
75.3%
2,366
2
HNWI
14.1%
444
3
Pension Plans
9.1%
285
4
Corporations
1.1%
35
5
Charitable
0.4%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of March 19, 2026
Discretionary99.9%
$1.7B
100% of total RAUM99.9%
Non-discretionary0.1%
$894K
0% of total RAUM0.1%
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$1.7B
Total Accounts3,141
10Y AUM Change+$1.0B (+140.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees43
Clients per Employee73:1
10Y Employee Change+13 (+43.3%)
* 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.