Xml Financial, LLC
● SEC registered since 2016CRD 284987SEC# 801-108376Bethesda, MD
Reg. AUM
$3.3B
Employees
54
Accounts
5,987
Location
Bethesda, MD
Xml Financial, LLC assets under management
Xml Financial, LLC is a registered investment adviser overseen by the SEC based in Bethesda, MD. The firm has been registered since 2016. It reports $3.3 billion in regulatory assets under management and employs 54 people.
Xml Financial, LLC owners & executives
19 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexandra Kantarski | Member | Under 5% | 2025 |
| Brett Shane Bernstein Control | Chief Executive Officer | Under 5% | 2019 |
| Curtis Jeffrey Congdon Control | President | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Xml Financial, LLC manage?
Xml Financial, LLC reports $3.3 billion in regulatory assets under management on its Form ADV.
How many employees does Xml Financial, LLC have?
Xml Financial, LLC reports 54 employees.
Where is Xml Financial, LLC located?
Xml Financial, LLC is based in Bethesda, MD and has been SEC-registered since 2016.
Does Xml Financial, LLC disclose fund performance?
Xml Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6901 Rockledge Drive, Suite 730, Bethesda, MD 20817 |
| Phone | (301) 770-5234 |
| Fax | (301) 770-4929 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1800465 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.3B▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$3.3Bregulatory AUM
Discretionary $2.49BNon-discretionary $811M