AdvisorCensus / Financial advisors / Virginia / Virginia Beach / Financial Security Advisory Inc
Financial Security Advisory Inc is an SEC-registered investment advisory firm in Virginia Beach, VA, registered since 1997, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 4, 2026.
Quick answers
From the filingHow is Financial Security Advisory Inc compensated?
On its Form ADV (Item 5.E, October 2026), Financial Security Advisory Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges.
How much does Financial Security Advisory Inc charge?
Its Form ADV Part 2A brochure dated September 29, 2025 states: Hourly rate: $150 an hour (financial planning, investment advisory and/or consultation services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Financial Security Advisory Inc located?
Financial Security Advisory Inc's principal office is in Virginia Beach, VA, according to its Form ADV; the October 2026 filing also lists 4 other offices (Schedule D, Section 1.F).
Is Financial Security Advisory Inc registered with the SEC or a state?
Financial Security Advisory Inc is an SEC-registered investment advisory firm, registered since 1997. Status as filed: Approved. CRD 110746.
How much does Financial Security Advisory Inc manage?
Financial Security Advisory Inc reports $1,946,076,910 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (100% discretionary).
How have Financial Security Advisory Inc's assets and staff changed since 2021?
In the Form ADV data for Financial Security Advisory Inc: Regulatory assets under management: $1,206,674,000 in the October 2021 data and $1,946,076,910 in the October 2026 data, up 61%. Total employees: 29 in October 2021 and 37 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Financial Security Advisory Inc serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,640); high net worth individuals (459); pension and profit sharing plans (but not the plan participants or government pension plans) (243).
Does Financial Security Advisory 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/110746
What changed in Financial Security Advisory Inc's recent Form ADV filings?
In the October 2026 filing data: Employees performing advisory functions went from 43 to 37. Regulatory assets under management went from $1,743,248,795 to $1,946,076,910 (+12%). Updated its list of owners and control persons (Schedule A).
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
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 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Hourly rate: $150 an hour (financial planning, investment advisory and/or consultation services)
The brochure's wording
Where a fee is charged for financial planning, investment advisory and/or consultation services, our fee is based either on an elapsed time or an expected elapsed time at the rate of $150 per hour.
As stated in the firm's Form ADV Part 2A brochure dated September 29, 2025. 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$1,946,076,910 as of October 2026, filing dated September 4, 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
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1997 (29 years)
- Employees
- Total: 37. Performing investment advisory functions: 37.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
4 other offices, as of the October 2026 filing
- States registered or notice-filed
-
26 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 | $1,946,076,910 | 37 | September 4, 2026 |
| October 2025 | $1,570,635,977 | 41 | September 30, 2024 |
| October 2024 | $1,570,635,977 | 41 | September 30, 2024 |
| October 2023 | $1,315,631,987 | 45 | September 28, 2023 |
| October 2022 | $1,120,811,585 | 32 | September 14, 2022 |
| October 2021 | $1,206,674,000 | 29 | October 1, 2021 |
Regulatory assets under management: $1,206,674,000 in the October 2021 data and $1,946,076,910 in the October 2026 data, up 61%.
Total employees: 29 in October 2021 and 37 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- October 2026
- Employees performing advisory functions went from 43 to 37.
- Regulatory assets under management went from $1,743,248,795 to $1,946,076,910 (+12%).
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Updated its list of owners and control persons (Schedule A).
- February 2026
- Changed its office addresses in Newport News, VA.
- December 2025
- Employees performing advisory functions went from 41 to 43.
- Regulatory assets under management went from $1,570,635,977 to $1,743,248,795 (+11%).
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. Financial Security Advisory Inc (CRD 110746): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/financial-security-advisory-inc-virginia-beach-va-110746