Firm profile

APFORIA

VIRGINIA BEACH, VACRD 327176Latest ADV April 17, 2026

Apforia 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 April 17, 2026, reports $102M in regulatory assets under management, 20 employees, 7 offices, and 1,228 accounts.

Assets Under Management
$102M
Employees
20
Offices
7 offices
Total Clients
385
Primary office
VIRGINIA BEACH, VA
582 LYNNHAVEN PARKWAY, STE 102, VIRGINIA BEACH, VA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOSean C. Gillespie
CCOPaul D. Allen
CFOAdrienne G. Ross

Advisory services offered

4 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 81.0% of total clients.
Top client categories% of clientsClients
1
Individuals
81.0%
312
2
HNWI
14.5%
56
3
Pension Plans
4.4%
17

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$102Mas of April 17, 2026
Discretionary100.0%
$102M
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.

Total AUM$102M
Total Accounts1,228
10Y AUM Change+$102M

Employee Growth by Quarter

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

Total Employees20
Clients per Employee19:1
10Y Employee Change+17 (+566.7%)

* 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.