Westminster Financial Advisory Corp
● SEC registered since 1987CRD 110283SEC# 801-29690Beavercreek, OH
Reg. AUM
$1.36B
Employees
43
Accounts
3,337
Location
Beavercreek, OH
Westminster Financial Advisory Corp assets under management
Westminster Financial Advisory Corp is a registered investment adviser overseen by the SEC based in Beavercreek, OH. The firm has been registered since 1987. It reports $1.4 billion in regulatory assets under management and employs 43 people.
Westminster Financial Advisory Corp owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jessica Marie Trunck Control | Chief Compliance Officer | Under 5% | 2014 |
| Lawrence Miles Brazie Control | Ceo | Under 5% | 2001 |
| Morgan Phillip Brazie Control | President | Under 5% | 2021 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Westminster Financial Advisory Corp manage?
Westminster Financial Advisory Corp reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Westminster Financial Advisory Corp have?
Westminster Financial Advisory Corp reports 43 employees.
Where is Westminster Financial Advisory Corp located?
Westminster Financial Advisory Corp is based in Beavercreek, OH and has been SEC-registered since 1987.
Does Westminster Financial Advisory Corp disclose fund performance?
Westminster Financial Advisory Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 50 Chestnut Street, Suite A-400, Beavercreek, OH 45440 |
| Phone | 937-898-5010 |
| Fax | 937-898-0119 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.36B▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$1.36Bregulatory AUM
Discretionary $1.36B