Investment adviser · CRD 110746
FINANCIAL SECURITY ADVISORY INC
Investment adviser filing (IA)
VIRGINIA BEACH, VA, United States · Form ADV filed Sep 4, 2026
- Regulatory AUM
- $1.95B Form ADV · Item 5.F
- Client accounts
- 3,393 Accounts, not individual clients
- Employees
- 37 Reported in this filing
- Advisory professionals
- 37 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 459 | $1,042,226,340 | 53.6% |
| Individuals | 2,640 | $781,918,845 | 40.2% |
| Retirement plans | 243 | $107,870,702 | 5.5% |
| Corporations & businesses | 38 | $11,396,109 | 0.6% |
| Charities | 13 | $2,664,914 | 0.1% |
Filing source
Form ADV 2130212 · Sep 4, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 4, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly
Principal office
477 VIKING DRIVE, SUITE 305VIRGINIA BEACH, VA, 23452, United States
CRD 110746
Filing source
Form ADV 2130212 · Sep 4, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.