← Tributary

WESTMINSTER FINANCIAL ADVISORY CORP

BEAVERCREEK, OH · CRD 110283 · IAPD ↗ · westminsterfinanical.com · 937-898-5010

$1.36BRegulatory AUM
41Advisory reps
43Employees
0Clients
More than 500Planning clients
0Private funds
49States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — WESTMINSTER FINANCIAL ADVISORY CORP shrank from 46 to 41 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — WESTMINSTER FINANCIAL ADVISORY CORP added office(s): 12 -> 21 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
76
April 2025 — WESTMINSTER FINANCIAL ADVISORY CORP grew from 40 to 46 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2025 — WESTMINSTER FINANCIAL ADVISORY CORP crossed $1B in regulatory AUM ($920.3M -> $1.22B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
73
April 2024 — WESTMINSTER FINANCIAL ADVISORY CORP grew from 35 to 40 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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