Birks Financial Corp. is an SEC registered investment adviser organized as a corporation with a primary office location in Herndon, VA. Its latest Form ADV filing, dated February 26, 2026, reports $291M in regulatory assets under management, 3 employees, 1 office, and 628 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 52.2% of total clients.
Top client categories% of clientsClients
1
HNWI
52.2%
83
2
Individuals
47.8%
76
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$291Mas of February 26, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$291M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$291M
Total Accounts628
10Y AUM Change+$187M (+181.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee53:1
10Y Employee Change+1 (+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.