# Professional Financial Solutions, LLC

> Professional Financial Solutions, LLC is an SEC-registered investment advisory firm in Fairfax, VA, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 114957
- Filed as: PROFESSIONAL FINANCIAL SOLUTIONS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fairfax, VA
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/114957
- AdvisorCensus page: https://advisorcensus.com/firm/professional-financial-solutions-llc-fairfax-va-114957

## Quick answers

**How is Professional Financial Solutions, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Professional Financial Solutions, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Professional Financial Solutions, LLC located?**
Professional Financial Solutions, LLC's principal office is in Fairfax, VA, according to its Form ADV.

**Is Professional Financial Solutions, LLC registered with the SEC or a state?**
Professional Financial Solutions, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 114957.

**How much does Professional Financial Solutions, LLC manage?**
Professional Financial Solutions, LLC reports $409,664,540 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (95% discretionary).

**How have Professional Financial Solutions, LLC's assets and staff changed since 2021?**
In the Form ADV data for Professional Financial Solutions, LLC: Regulatory assets under management: $192,314,763 in the October 2021 data and $409,664,540 in the October 2026 data, up 113%. Total employees: 6 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Professional Financial Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (142); high net worth individuals (137).

**Which custodians does Professional Financial Solutions, LLC use?**
Professional Financial Solutions, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Professional Financial Solutions, LLC 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/114957

**What changed in Professional Financial Solutions, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $330,437,326 to $409,664,540 (+24%). 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
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $409,664,540
- Discretionary: $387,384,560
- Non-discretionary: $22,279,980

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 142 | $60,380,698 |
| High net worth individuals | 137 | $348,892,212 |
| Charitable organizations | Fewer than 5 | $316 |
| Corporations or other businesses not listed above | Fewer than 5 | $391,314 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (10 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, DC, FL, MD, MT, NC, NY, PA, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- profinancialsolutions.com
- Facebook @Professional-Financial-Solutions-LLC-1555672851323349
- Instagram @pro_financial_solutions
- LinkedIn @professional-financial-solutions-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $192,314,763 | 6 | February 25, 2021 |
| October 2022 | $249,286,276 | 6 | March 22, 2022 |
| October 2023 | $228,714,756 | 6 | March 16, 2023 |
| October 2024 | $286,123,744 | 7 | July 29, 2024 |
| October 2025 | $330,437,326 | 7 | March 10, 2025 |
| October 2026 | $409,664,540 | 8 | February 6, 2026 |

Regulatory assets under management: $192,314,763 in the October 2021 data and $409,664,540 in the October 2026 data, up 113%.
Total employees: 6 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $330,437,326 to $409,664,540 (+24%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Professional Financial Solutions, LLC (CRD 114957): Form ADV filing data as of October 2026.