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VALIC FINANCIAL ADVISORS, INC.

CRD 42803File 801-54952
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$29.22B
Top 10% of cohort (national)
Discretionary AUM
$29.22B
Clients
293,026
293,026 accounts
Employees
1,647
Top 10% of cohort in TX

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
FWRO
Registration date
Oct 10, 1997
Principal office
2919 ALLEN PKWY, HOUSTON, TX, 77019
Phone
866-544-4968

Assets & accounts

ADV Item 5F
Total regulatory AUM
$29.22B
Discretionary AUM
$29.22B
Non-discretionary AUM
$0
Discretionary accounts
293,026
Non-discretionary accounts
0
Total accounts
293,026
AUM per client
$100K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other37$9.7M
High net worth individuals1,913$2.78B
Individuals (other than high net worth individuals)291,076$26.42B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Financial planning services
  • Selection of other advisers
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
Yes
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11
  • Q11G
  • Q11A2
  • Q11B2
  • Q11C1
  • Q11C2
  • Q11C3
  • Q11C4
  • Q11C5
  • Q11D1
  • Q11D2
  • Q11D3
  • Q11D4
  • Q11D5
  • Q11E1
  • Q11E2
  • Q11E3
  • Q11E4

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.