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TOTH FINANCIAL ADVISORY CORP

LEESBURG, VA · CRD 104952 · IAPD ↗ · tothfinancial.com · 703-443-8684

$1.15BRegulatory AUM
10Advisory reps
18Employees
655Clients
0Planning clients
1Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2025 — TOTH FINANCIAL ADVISORY CORP notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2025 — TOTH FINANCIAL ADVISORY CORP crossed $1B in regulatory AUM ($865.9M -> $1.02B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.