← Tributary

AFS FINANCIAL GROUP, LLC

BETHESDA, MD · CRD 306979 · IAPD ↗ · (301) 951-2642

$244.9MRegulatory AUM
4Advisory reps
8Employees
5Clients
101-250Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2025 — AFS FINANCIAL GROUP, LLC (BETHESDA, MD) left the SEC roster (was $244.9M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2024 — AFS FINANCIAL GROUP, LLC reported RAUM down 44% ($435.4M -> $244.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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