Firm profile

PLOTKIN FINANCIAL ADVISORS, LLC

CHEVY CHASE, MDCRD 127635Latest ADV March 27, 2026

Plotkin Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chevy Chase, MD. Its latest Form ADV filing, dated March 27, 2026, reports $256M in regulatory assets under management, 4 employees, 1 office, and 710 accounts.

Assets Under Management
$256M
Employees
4
Offices
1 office
Total Clients
319
Primary office
CHEVY CHASE, MD
8401 CONNECTICUT AVENUE, SUITE 401, CHEVY CHASE, MD, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOKristi L. Murphy

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 63.6% of total clients.
Top client categories% of clientsClients
1
Individuals
63.6%
203
2
HNWI
36.4%
116
Categories with <5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$256Mas of March 27, 2026
Discretionary100.0%
$256M
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$256M
Total Accounts710
10Y AUM Change+$143M (+127.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee80:1
10Y Employee Change-6 (-60.0%)

* 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.