← Directory
FINANCIAL SECURITY ADVISORY INC
CRD 110746File 801-54496
APPROVED
Retail clients
Filing as of Sep 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.95B
Top 25% of cohort (national)
Discretionary AUM
$1.95B
Clients
3,393
3,393 accounts
Employees
37
Top 25% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- May 15, 1997
- Principal office
- 477 VIKING DRIVE, SUITE 305, VIRGINIA BEACH, VA, 23452
- Phone
- 757-431-1414
- Website
- HTTP://WWW.GOFSG.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.95B
- Discretionary AUM
- $1.95B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,393
- Non-discretionary accounts
- 0
- Total accounts
- 3,393
- AUM per client
- $574K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 38 | $11.4M |
| Charitable organizations | 13 | $2.7M |
| High net worth individuals | 459 | $1.04B |
| Pension and profit sharing plans | 243 | $107.9M |
| Individuals (other than high net worth individuals) | 2,640 | $781.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Sep 5, 2026 | Employees | 43 | 37 | decreased by6 |
| Sep 5, 2026 | Clients | 3,141 | 3,393 | increased by252 |
| Sep 5, 2026 | AUM | $1,743,248,795 | $1,946,076,910 | increased by$202,828,115 |
| Sep 5, 2026 | Accounts | 3,141 | 3,393 | increased by252 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 41 | 43 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 2,904 | 3,141 | increased by237 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,570,635,977 | $1,743,248,795 | increased by$172,612,818 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 2,904 | 3,141 | increased by237 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 32 | 41 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,235 | 2,904 | increased by669 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,120,811,585 | $1,570,635,977 | increased by$449,824,392 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5,136 | 2,904 | decreased by2,232 |
| Oct 1, 2022 | Employees | 29 | 32 | increased by3 |
| Oct 1, 2022 | Clients | 2,253 | 2,235 | decreased by18 |
| Oct 1, 2022 | AUM | $1,206,674,000 | $1,120,811,585 | decreased by$85,862,415 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FINANCIAL SECURITY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FINANCIAL SECURITY” 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.