APFORIA

Legal name: APFORIA LTD

CRD 327176File 801-128361

APPROVED

Retail clients

Filing as of Jul 17, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$101.9M

Bottom 25% of cohort (national)

Discretionary AUM

$101.9M

Clients

385

1,228 accounts

Employees

Bottom 25% of cohort in VA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Aug 2, 2023
Principal office: 582 LYNNHAVEN PARKWAY, STE 102, VIRGINIA BEACH, VA, 23452
Phone: (833) 780-2487
Website: https://www.apforia.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $101.9M
Discretionary AUM: $101.9M
Non-discretionary AUM: $0
Discretionary accounts: 1,228
Non-discretionary accounts: 0
Total accounts: 1,228
AUM per client: $265K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	56	$42.3M
Pension and profit sharing plans	17	$3.5M
Individuals (other than high net worth individuals)	312	$56.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for other
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.