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FIRST GEORGETOWN SECURITIES, INC
Legal name: FIRST GEORGETOWN SECURITIES, INC.
CRD 5871File 801-136757
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$115.7M
Bottom 25% of cohort (national)
Discretionary AUM
$115.7M
Clients
123
123 accounts
Employees
4
Bottom 25% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Aug 5, 2026
- Principal office
- 1700 DIAGONAL RD., SUITE 200, ALEXANDRIA, VA, 22314
- Phone
- 703-519-7700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $115.7M
- Discretionary AUM
- $115.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 123
- Non-discretionary accounts
- 0
- Total accounts
- 123
- AUM per client
- $941K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 100 | $75.2M |
| Individuals (other than high net worth individuals) | 23 | $40.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- Yes
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11H1C
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.