AdvisorCensus / Financial advisors / District of Columbia / Washington / Advisors Financial, Inc.
Advisors Financial, Inc. is an SEC-registered investment advisory firm in McLean, VA, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 30, 2026.
Quick answers
From the filingHow is Advisors Financial, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Advisors Financial, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Advisors Financial, Inc. charge?
Its Form ADV Part 2A brochure dated June 30, 2026 states: Hourly rate: $250 to $500 an hour (Financial Planning Agreement). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Advisors Financial, Inc. located?
Advisors Financial, Inc.'s principal office is in McLean, VA, according to its Form ADV.
Is Advisors Financial, Inc. registered with the SEC or a state?
Advisors Financial, Inc. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 144837.
How much does Advisors Financial, Inc. manage?
Advisors Financial, Inc. reports $321,172,446 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (100% discretionary).
How have Advisors Financial, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Advisors Financial, Inc.: Regulatory assets under management: $233,540,286 in the October 2021 data and $321,172,446 in the October 2026 data, up 38%. Total employees: 8 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Advisors Financial, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (125); high net worth individuals (95); corporations or other businesses not listed above (5).
Which custodians does Advisors Financial, Inc. use?
Advisors Financial, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does Advisors Financial, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/144837
Does Advisors Financial, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated June 30, 2026 says: "AFI’s minimum investment asset size is generally $500,000, but this amount may be reduced at the sole discretion of AFI."
What changed in Advisors Financial, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 7 to 6.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
AFI’s minimum investment asset size is generally $500,000, but this amount may be reduced at the sole discretion of AFI.
Hourly rate: $250 to $500 an hour (Financial Planning Agreement)
The brochure's wording
AFI Clients governed by our Financial Planning Agreement are billed on an hourly basis at a rate ranging from $250 - $500 per hour.
As stated in the firm's Form ADV Part 2A brochure dated June 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$321,172,446 as of October 2026, filing dated June 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2014 (12 years)
- Employees
- Total: 7. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
7 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $321,172,446 | 7 | June 30, 2026 |
| October 2025 | $292,512,099 | 8 | February 20, 2025 |
| October 2024 | $265,285,173 | 8 | July 15, 2024 |
| October 2023 | $238,128,765 | 9 | September 5, 2023 |
| October 2022 | $257,196,040 | 9 | March 6, 2022 |
| October 2021 | $233,540,286 | 8 | February 17, 2021 |
Regulatory assets under management: $233,540,286 in the October 2021 data and $321,172,446 in the October 2026 data, up 38%.
Total employees: 8 in October 2021 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 7 to 6.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Advisors Financial, Inc. (CRD 144837): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/advisors-financial-inc-mclean-va-144837