|
⚲
|
| Keyboard |
| Toth Financial Advisory Corp
✚
|
|
|---|---|
| CRD # | 104952 |
| SEC # | 801-27662 |
| CIK # | 0000866780 |
| AUM | 1,154.6 M (2026-03-10) |
| Employees | 18 (56% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 703-443-8684 |
| Address | 608 South King Street Leesburg, VA 20175 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000866780 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 29.0 | ||
| Apple Inc | 26.2 | ||
| Cisco Systems Inc | 24.5 | ||
| Microsoft Corp | 21.1 | ||
| Visa Inc | 17.6 | ||
| Grainger W W Inc | 16.8 | ||
| Johnson & Johnson | 16.1 | ||
| Stryker Corp | 16.0 | ||
| AbbVie Inc | 15.0 | ||
| Wal Mart Stores Inc | 14.6 | ||
| Mastercard Inc | 14.3 | ||
| CVS Caremark Corp | 13.3 | ||
| Broadcom Inc | 12.9 | ||
| BlackRock Inc | 12.3 | ||
| McKesson Corp | 12.3 | ||
| Ecolab Inc | 11.8 | ||
| Dominion Resources Inc /VA/ | 11.2 | ||
| UnitedHealth Group Inc | 10.9 | ||
| Sysco Corp | 10.6 | ||
| General Dynamics Corp | 10.4 | ||
| Amgen Inc | 10.3 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Toth Growth & Income Fund LP | 2012-01-27 | 37.9 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 312 | 97.6 |
| (b) Individuals (high net worth individuals) | 335 | 983.9 |
| (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 | 46.8 |
| (g) Pension and profit sharing plans | 5 | 11.7 |
| (h) Charitable organizations | 2 | 14.6 |
| (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 | 2,352 | 1,154.6 |
| By Discretionary | ||
| Discretionary | 2,310 | 1,138.0 |
| Non-Discretionary | 42 | 16.5 |
| Total | 2,352 | 1,154.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 1,152.7 | |
| Total | 2,352 | 1,154.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000866780] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 655 |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity |
| Comparable Firms | State | AUM |
|---|---|---|
|
Andina Capital Management LLC
✚
|
UT | 1,261.5 M |
|
SB Capital Management Inc
✚
|
CA | 1,225.2 M |
|
Sachem Hill LLC
✚
|
CO | 1,184.2 M |
|
Manhattan West Asset Management LLC
✚
|
CA | 1,163.7 M |
|
Sonen Capital LLC
✚
|
CA | 1,136.8 M |
|
Godwin Capital Group LLC
✚
|
GA | 1,131.3 M |
|
MG Financial LLC
✚
|
MA | 1,129.0 M |
|
Overbrook Management Corporation
✚
|
NY | 1,121.1 M |
|
Talson Capital Management LP
✚
|
CT | 1,061.2 M |
|
Seer Capital Management LP
✚
|
NY | 1,057.5 M |