{
  "crd_number": 117485,
  "slug": "deafinvest-tysons-va-117485",
  "primary_business_name": "DEAFINVEST",
  "legal_name": "SCHWARZ FINANCIAL SERVICES LLC",
  "dbas": [],
  "city": "Tysons",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2020-07-15",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2025-11-25",
  "carried_forward": false,
  "raum_total": 14000000.0,
  "raum_discretionary": 9157012.0,
  "raum_non_discretionary": 4842988.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 90000.0,
      "count": 1
    },
    "individuals": {
      "raum": 13460000.0,
      "count": 68
    },
    "pooled_investment_vehicles": {
      "raum": 450000.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AZ",
    "DC",
    "FL",
    "MD",
    "VA"
  ],
  "websites": [
    "https://deafinvest.com",
    "https://facebook.com/DeafInvest",
    "https://instagram.com/deaf.invest",
    "https://schwarz-financial.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117485",
  "disclosure_items": [
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    }
  ],
  "city_as_filed": "TYSONS",
  "url": "https://advisorcensus.com/firm/deafinvest-tysons-va-117485",
  "display_name": "Deafinvest",
  "summary": "Deafinvest is a state-registered investment advisory firm in Tysons, VA, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated November 25, 2025.",
  "citation": "AdvisorCensus. Deafinvest (CRD 117485): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Deafinvest compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Deafinvest reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Deafinvest located?",
      "a": "Deafinvest's principal office is in Tysons, VA, according to its Form ADV."
    },
    {
      "q": "Is Deafinvest registered with the SEC or a state?",
      "a": "Deafinvest is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 117485."
    },
    {
      "q": "How much does Deafinvest manage?",
      "a": "Deafinvest reports $14,000,000 in regulatory assets under management in its Form ADV filing dated November 25, 2025 (65% discretionary)."
    },
    {
      "q": "What types of clients does Deafinvest serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (68); pooled investment vehicles (other than investment companies and business development companies) (1); charitable organizations (1)."
    },
    {
      "q": "Does Deafinvest report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/117485"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/deafinvest-tysons-va-117485.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 68,
      "fewer_than_5": false,
      "raum": 13460000.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 450000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": false,
      "raum": 90000.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117485",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}