# Virginia Investment Advisory, Inc.

> 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.

- CRD: 117121
- Filed as: VIRGINIA INVESTMENT ADVISORY, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Henrico, VA
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/117121
- AdvisorCensus page: https://advisorcensus.com/firm/virginia-investment-advisory-inc-henrico-va-117121

## Quick answers

**How is Virginia Investment Advisory, Inc. compensated?**
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).

**Where is Virginia Investment Advisory, Inc. located?**
Virginia Investment Advisory, Inc.'s principal office is in Henrico, VA, according to its Form ADV.

**Is Virginia Investment Advisory, Inc. registered with the SEC or a state?**
Virginia Investment Advisory, Inc. is a state-registered investment advisory firm, registered since 1995. Status as filed: APPROVED. CRD 117121.

**How much does Virginia Investment Advisory, Inc. manage?**
Virginia Investment Advisory, Inc. reports $80,524,892 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (86% discretionary).

**What types of clients does Virginia Investment Advisory, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (131); high net worth individuals (25).

**Does Virginia Investment Advisory, Inc. report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $80,524,892
- Discretionary: $69,636,410
- Non-discretionary: $10,888,482

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 131 | $24,594,533 |
| High net worth individuals | 25 | $55,930,359 |

### 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other

### Firm details
- Registered since: 1995 (31 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, VA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/117121

### Websites listed on Form ADV (Item 1.I)
- virginiainvestmentadvisory.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Virginia Investment Advisory, Inc. (CRD 117121): Form ADV filing data as of October 2026.