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XML FINANCIAL GROUP

BETHESDA, MD · CRD 284987 · IAPD ↗ · focusfinancialpartners.com · (301) 770-5234

$3.30BRegulatory AUM
26Advisory reps
54Employees
30Clients
More than 500Planning clients
0Private funds
46States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — XML FINANCIAL GROUP added office(s): 24 -> 25 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — XML FINANCIAL GROUP added office(s): 16 -> 24 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
December 2024 — XML FINANCIAL GROUP changed its website from xmlfg.com to xmlfg-w.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
49
April 2024 — XML FINANCIAL GROUP notice-filed in VT, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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