{
  "crd_number": 117121,
  "slug": "virginia-investment-advisory-inc-henrico-va-117121",
  "primary_business_name": "VIRGINIA INVESTMENT ADVISORY, INC.",
  "legal_name": "VIRGINIA INVESTMENT ADVISORY, INC.",
  "dbas": [],
  "city": "Henrico",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "40060",
  "metro": {
    "cbsa_code": "40060",
    "common_name": "Richmond",
    "msa_name": "Richmond, VA",
    "path": "/advisors/va/richmond"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "1995-07-27",
  "years_registered": 31,
  "period": "2026-10-01",
  "filing_date": "2026-03-11",
  "carried_forward": false,
  "raum_total": 80524892.0,
  "raum_discretionary": 69636410.0,
  "raum_non_discretionary": 10888482.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 24594533.0,
      "count": 131
    },
    "high_net_worth_individuals": {
      "raum": 55930359.0,
      "count": 25
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "FL",
    "NC",
    "VA"
  ],
  "websites": [
    "https://virginiainvestmentadvisory.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117121",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    }
  ],
  "city_as_filed": "HENRICO",
  "url": "https://advisorcensus.com/firm/virginia-investment-advisory-inc-henrico-va-117121",
  "display_name": "Virginia Investment Advisory, Inc.",
  "summary": "Virginia Investment Advisory, Inc. is a state-registered investment advisory firm in Henrico, VA, registered since 1995, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.",
  "citation": "AdvisorCensus. Virginia Investment Advisory, Inc. (CRD 117121): 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 businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Virginia Investment Advisory, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Virginia Investment Advisory, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Virginia Investment Advisory, Inc. located?",
      "a": "Virginia Investment Advisory, Inc.'s principal office is in Henrico, VA, according to its Form ADV."
    },
    {
      "q": "Is Virginia Investment Advisory, Inc. registered with the SEC or a state?",
      "a": "Virginia Investment Advisory, Inc. is a state-registered investment advisory firm, registered since 1995. Status as filed: APPROVED. CRD 117121."
    },
    {
      "q": "How much does Virginia Investment Advisory, Inc. manage?",
      "a": "Virginia Investment Advisory, Inc. reports $80,524,892 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (86% discretionary)."
    },
    {
      "q": "What types of clients does Virginia Investment Advisory, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (131); high net worth individuals (25)."
    },
    {
      "q": "Does Virginia Investment Advisory, Inc. report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). 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/117121"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/virginia-investment-advisory-inc-henrico-va-117121.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 131,
      "fewer_than_5": false,
      "raum": 24594533.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 25,
      "fewer_than_5": false,
      "raum": 55930359.0
    }
  ],
  "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/117121",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}