TOTH FINANCIAL ADVISORY CORP

CRD 104952File 801-27662

APPROVED

Retail clients

Custody

Filing as of Mar 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.15B

Above cohort median (national)

Discretionary AUM

$1.14B

Non-discretionary $16.5M

Clients

655

2,352 accounts

Employees

Top 25% of cohort in VA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Aug 21, 1986
Principal office: 608 SOUTH KING STREET, SUITE 300, LEESBURG, VA, 20175
Phone: 703-443-8684
Website: HTTPS://WWW.TOTHFINANCIAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.15B
Discretionary AUM: $1.14B
Non-discretionary AUM: $16.5M
Discretionary accounts: 2,310
Non-discretionary accounts: 42
Total accounts: 2,352
AUM per client: $1.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	2	$14.6M
High net worth individuals	335	$983.9M
Pooled investment vehicles	1	$46.8M
Pension and profit sharing plans	5	$11.7M
Individuals (other than high net worth individuals)	312	$97.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.