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WESTMINSTER FINANCIAL ADVISORY CORP
CRD 110283File 801-29690
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.36B
Above cohort median (national)
Discretionary AUM
$1.36B
Clients
2,029
3,337 accounts
Employees
43
Top 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 15, 1987
- Principal office
- 50 CHESTNUT STREET, SUITE A-400, BEAVERCREEK, OH, 45440
- Phone
- 937-898-5010
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.36B
- Discretionary AUM
- $1.36B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,337
- Non-discretionary accounts
- 0
- Total accounts
- 3,337
- AUM per client
- $671K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 22 | $103.2M |
| High net worth individuals | 306 | $798.9M |
| Pension and profit sharing plans | 72 | $39.3M |
| Individuals (other than high net worth individuals) | 1,629 | $420.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 46 | 43 | decreased by3 |
| Apr 1, 2026 | Clients | 2,022 | 2,029 | increased by7 |
| Apr 1, 2026 | AUM | $1,224,901,646 | $1,361,688,522 | increased by$136,786,876 |
| Apr 1, 2026 | Accounts | 3,255 | 3,337 | increased by82 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 35 | 46 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 896 | 2,022 | increased by1,126 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $836,345,925 | $1,224,901,646 | increased by$388,555,721 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,688 | 3,255 | increased by1,567 |
| Apr 1, 2022 | Clients | 732 | 896 | increased by164 |
| Apr 1, 2022 | AUM | $652,342,786 | $836,345,925 | increased by$184,003,139 |
| Apr 1, 2022 | Accounts | 1,542 | 1,688 | increased by146 |
| 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 “WESTMINSTER FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WESTMINSTER 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.