# Tesfaye O'Neill Financial

> Tesfaye O'Neill Financial is a state-registered investment advisory firm in Alexandria, VA, registered since 2022, with no regulatory assets under management reported in its Form ADV filing dated March 5, 2026.

- CRD: 322859
- Filed as: TESFAYE O'NEILL FINANCIAL
- Legal name: Tesfaye O'Neill Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Alexandria, VA
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/322859
- AdvisorCensus page: https://advisorcensus.com/firm/tesfaye-o-neill-financial-alexandria-va-322859

## Quick answers

**How is Tesfaye O'Neill Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Tesfaye O'Neill Financial reports these compensation arrangements: a percentage of assets under its management.

**Where is Tesfaye O'Neill Financial located?**
Tesfaye O'Neill Financial's principal office is in Alexandria, VA, according to its Form ADV.

**Is Tesfaye O'Neill Financial registered with the SEC or a state?**
Tesfaye O'Neill Financial is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 322859.

**What types of clients does Tesfaye O'Neill Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (95).

**Does Tesfaye O'Neill Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/322859

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 95 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (3 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tandalaw.com
- Facebook @BeaconLTW
- Facebook @TesfayeLaw

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tesfaye O'Neill Financial (CRD 322859): Form ADV filing data as of October 2026.