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| Happy Holidays!! thanks for using AUM13F!! |
| Toth Financial Advisory Corp
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| CRD # | 104952 |
| SEC # | 801-27662 |
| CIK # | 0000866780 |
| AUM | $1.0 B (2025-03-11) |
| Employees | 18 (50% Investors, 0% Brokers) |
| Phone | 703-443-8684 |
| Address | 608 South King Street Leesburg, VA 20175 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 31.1 | ||
| Fiserv Inc | 22.6 | ||
| Stryker Corp | 20.3 | ||
| Oracle Corp | 18.2 | ||
| Apple Inc | 17.6 | ||
| VISA Inc | 17.4 | ||
| Mastercard Inc | 15.2 | ||
| Alphabet Inc | 15.0 | ||
| Cisco Systems Inc | 14.9 | ||
| Abbott Laboratories | 14.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Toth Growth & Income Fund LP | 2012-01-27 | 37.9 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 382 | 160.1 |
| (b) Individuals (high net worth individuals) | 243 | 808.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 37.9 |
| (g) Pension and profit sharing plans | 5 | 7.9 |
| (h) Charitable organizations | 2 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,190 | 1,015.8 |
| By Discretionary | ||
| Discretionary | 2,134 | 979.1 |
| Non-Discretionary | 56 | 36.7 |
| Total | 2,190 | 1,015.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.1 | |
| United States Persons | 1,012.7 | |
| Total | 2,190 | 1,015.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000866780] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Granville Capital Inc
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|
NC | 1.1 |
|
Godwin Capital Group LLC
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|
GA | 1.1 |
|
Mount Lucas Management LP
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|
PA | 1.1 |
|
Seer Capital Management LP
✚
|
NY | 1.1 |
|
Overbrook Management Corporation
✚
|
NY | 1.1 |
|
MG Financial LLC
✚
|
MA | 1.1 |
|
Andina Capital Management LLC
✚
|
UT | 1.0 |
|
Manhattan West Asset Management LLC
✚
|
CA | 1.0 |
|
Sonen Capital LLC
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|
CA | 1.0 |
|
Anderson Growth Partners LLC
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|
AL | 0.9 |