Investment adviser · CRD 5871
FIRST GEORGETOWN SECURITIES, INC
Investment adviser filing (IA)
FIRST GEORGETOWN SECURITIES, INC.
ALEXANDRIA, VA, United States · Form ADV filed Aug 12, 2026
- Regulatory AUM
- $116M Form ADV · Item 5.F
- Client accounts
- 123 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 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 | 100 | $75,229,570 | 65.0% |
| Individuals | 23 | $40,508,230 | 35.0% |
Filing source
Form ADV 2125466 · Aug 12, 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: Aug 12, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
1700 DIAGONAL RD., SUITE 200ALEXANDRIA, VA, 22314, United States
CRD 5871
Filing source
Form ADV 2125466 · Aug 12, 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.