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| Happy Holidays!! thanks for using AUM13F!! |
| Westminster Financial Advisory Corp
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| CRD # | 110283 |
| SEC # | 801-29690 |
| CIK # | |
| AUM | $1.2 B (2025-03-28) |
| Employees | 46 (100% Investors, 96% Brokers) |
| Phone | 937-898-5010 |
| Address | 50 Chestnut Street Beavercreek, OH 45440 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,642 | 395.7 |
| (b) Individuals (high net worth individuals) | 271 | 677.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 78 | 36.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 31 | 115.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,255 | 1,224.9 |
| By Discretionary | ||
| Discretionary | 3,255 | 1,224.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,255 | 1,224.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,224.9 | |
| Total | 3,255 | 1,224.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sunesis Advisors LLC
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|
KS | 1.2 |
|
Quantum Financial Advisors LLC
✚
|
CA | 1.2 |
|
Capital Investment Services of America Inc
✚
|
WI | 1.2 |
|
Blueprint Investment Partners LLC
✚
|
NC | 1.2 |
|
Alpine Private Capital LLC
✚
|
MO | 1.2 |
|
Compass Financial Group Inc
✚
|
SD | 1.2 |
|
Galvin Gaustad & Stein LLC
✚
|
AZ | 1.2 |
|
Eclectic Associates Inc
✚
|
CA | 1.2 |
|
Calton & Associates Inc
✚
|
FL | 1.2 |
|
Steigerwald Gordon & Koch Inc
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|
VA | 1.2 |