# 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.

- CRD: 110746
- Filed as: FINANCIAL SECURITY ADVISORY INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Virginia Beach, VA
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110746
- AdvisorCensus page: https://advisorcensus.com/firm/financial-security-advisory-inc-virginia-beach-va-110746

## Quick answers

**How 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…). 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated September 29, 2025)

- Hourly rate: $150 an hour (financial planning, investment advisory and/or consultation…)

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $1,946,076,910
- Discretionary: $1,946,076,910
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,640 | $781,918,845 |
| High net worth individuals | 459 | $1,042,226,340 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 243 | $107,870,702 |
| Charitable organizations | 13 | $2,664,914 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 38 | $11,396,109 |

### 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

### Firm details
- Registered since: 1997 (29 years)
- Employees: 37 total, 37 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Jacksonville, NC
- Jupiter, FL
- Newport News, VA
- Virginia Beach, VA

### Websites listed on Form ADV (Item 1.I)
- gofsg.com
- Facebook @Financial-Security
- Instagram @gofsg_financialsecurity
- LinkedIn @financialsecuritygroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,206,674,000 | 29 | October 1, 2021 |
| October 2022 | $1,120,811,585 | 32 | September 14, 2022 |
| October 2023 | $1,315,631,987 | 45 | September 28, 2023 |
| October 2024 | $1,570,635,977 | 41 | September 30, 2024 |
| October 2025 | $1,570,635,977 | 41 | September 30, 2024 |
| October 2026 | $1,946,076,910 | 37 | September 4, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Security Advisory Inc (CRD 110746): Form ADV filing data as of October 2026.