← Directory
TOTH FINANCIAL ADVISORY CORP
CRD 104952File 801-27662
APPROVED
Retail clients
Custody
Filing as of Mar 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.15B
Above cohort median (national)
Discretionary AUM
$1.14B
Non-discretionary $16.5M
Clients
655
2,352 accounts
Employees
18
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 633 | 655 | increased by22 |
| Apr 1, 2026 | AUM | $1,015,808,953 | $1,154,553,270 | increased by$138,744,317 |
| Apr 1, 2026 | Accounts | 2,190 | 2,352 | increased by162 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 18 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 577 | 633 | increased by56 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $899,452,887 | $1,015,808,953 | increased by$116,356,066 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,672 | 2,190 | decreased by482 |
| Apr 1, 2022 | Employees | 17 | 15 | decreased by2 |
| Apr 1, 2022 | Clients | 538 | 577 | increased by39 |
| Apr 1, 2022 | AUM | $732,501,041 | $899,452,887 | increased by$166,951,846 |
| Apr 1, 2022 | Accounts | 2,448 | 2,672 | increased by224 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TOTH FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TOTH FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.