FINANCIAL SECURITY ADVISORY INC

CRD 110746File 801-54496

APPROVED

Retail clients

Filing as of Mar 19, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.74B

Top 25% of cohort (national)

Discretionary AUM

$1.74B

Non-discretionary $894K

Clients

3,141

3,141 accounts

Employees

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: $1.74B
Discretionary AUM: $1.74B
Non-discretionary AUM: $894K
Discretionary accounts: 3,127
Non-discretionary accounts: 14
Total accounts: 3,141
AUM per client: $555K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	35	$8.6M
Charitable organizations	11	$2.2M
High net worth individuals	444	$918.5M
Pension and profit sharing plans	285	$99.8M
Individuals (other than high net worth individuals)	2,366	$714.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

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 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.