Advisors Financial, Inc.
● SEC registered since 2014CRD 144837SEC# 801-80263McLean, VA
Reg. AUM
$321.2M
Employees
7
Accounts
723
Location
McLean, VA
Advisors Financial, Inc. assets under management
Advisors Financial, Inc. is an investment advisory firm registered with the SEC based in McLean, VA. The firm has been registered since 2014. It reports $321.2 million in regulatory assets under management and employs 7 people.
Advisors Financial, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Mason Van Name Control | President, Chief Executive Officer, And Chief Compliance Officer | Over 75% | 2007 |
Frequently asked questions
How much does Advisors Financial, Inc. manage?
Advisors Financial, Inc. reports $321.2 million in regulatory assets under management on its Form ADV.
How many employees does Advisors Financial, Inc. have?
Advisors Financial, Inc. reports 7 employees.
Where is Advisors Financial, Inc. located?
Advisors Financial, Inc. is based in McLean, VA and has been SEC-registered since 2014.
Does Advisors Financial, Inc. disclose fund performance?
Advisors Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8201 Greensboro Drive, Suite 415, McLean, VA 22102 |
| Phone | (703) 883-0300 |
| Fax | (703) 536-4742 |
| Office hours | 9:00 a.m. - 5:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$321.2M▲ 21%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$321.2Mregulatory AUM
Discretionary $321.2M