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| Keyboard |
| Westminster Financial Advisory Corp
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|---|---|
| CRD # | 110283 |
| SEC # | 801-29690 |
| CIK # | |
| AUM | 1,361.7 M (2026-03-30) |
| Employees | 43 (95% Investors, 95% 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) | 1,629 | 420.3 |
| (b) Individuals (high net worth individuals) | 306 | 798.9 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 72 | 39.3 |
| (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 | 22 | 103.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,337 | 1,361.7 |
| By Discretionary | ||
| Discretionary | 3,337 | 1,361.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,337 | 1,361.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,361.7 | |
| Total | 3,337 | 1,361.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Asset Risk Consultants UK Limited
✚
|
1,367.0 M | |
|
Capital Advisors Ltd LLC
✚
|
OH | 1,366.8 M |
|
Roosevelt Capital Management LLC
✚
|
TX | 1,366.6 M |
|
Sheets Smith Wealth Management
✚
|
NC | 1,365.1 M |
|
BBVA Global Wealth Advisors Inc
✚
|
FL | 1,364.6 M |
|
Penn Davis McFarland Inc
✚
|
TX | 1,364.5 M |
|
KERA Capital Partners Inc
✚
|
CA | 1,364.4 M |
|
180 Wealth Advisors LLC
✚
|
WA | 1,359.0 M |
|
CornerStone Capital Inc
✚
|
CA | 1,357.7 M |
|
Sgroi Wealth Advisory Group LLC
✚
|
NY | 1,357.2 M |