AdvisorCensus / Financial advisors / District of Columbia / Washington / Widmann Financial Services
Widmann Financial Services
Filed as WIDMANN FINANCIAL SERVICES · Legal name Widmann Financial Services, Inc.
Widmann Financial Services is an SEC-registered investment advisory firm in Bowie, MD, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 14, 2026.
Quick answers
From the filingHow is Widmann Financial Services compensated?
On its Form ADV (Item 5.E, October 2026), Widmann Financial Services reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Widmann Financial Services located?
Widmann Financial Services' principal office is in Bowie, MD, according to its Form ADV.
Is Widmann Financial Services registered with the SEC or a state?
Widmann Financial Services is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289106.
How much does Widmann Financial Services manage?
Widmann Financial Services reports $466,800,704 in regulatory assets under management in its Form ADV filing dated April 14, 2026 (100% discretionary).
How have Widmann Financial Services' assets and staff changed since 2021?
In the Form ADV data for Widmann Financial Services: Regulatory assets under management: $242,712,359 in the October 2021 data and $466,800,704 in the October 2026 data, up 92%. Total employees: 8 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Widmann Financial Services serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (428); high net worth individuals (123).
Which custodians does Widmann Financial Services use?
Widmann Financial Services' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does Widmann Financial Services 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/289106
Does Widmann Financial Services state an account minimum?
Its Form ADV Part 2A brochure dated March 29, 2026 says: "The minimum account size to obtain asset management services is generally $250,000. We will group certain related client accounts for the purposes of achieving the minimum account size and determining the annualized fee." "Accounts below these minimums will be accepted on an individual basis at our discretion. Such circumstances include but are not limited to the addition of assets to your account in the near future"
What changed in Widmann Financial Services' recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $385,739,250 to $466,800,704 (+21%). Registered or notice-filed in NH, NY. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $250,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum account size to obtain asset management services is generally $250,000. We will group certain related client accounts for the purposes of achieving the minimum account size and determining the annualized fee.
Accounts below these minimums will be accepted on an individual basis at our discretion. Such circumstances include but are not limited to the addition of assets to your account in the near future
As stated in the firm's Form ADV Part 2A brochure dated March 29, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$466,800,704 as of October 2026, filing dated April 14, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Widmann Financial Services, Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2017 (8 years)
- Employees
- Total: 14. Performing investment advisory functions: 9.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
10 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $466,800,704 | 14 | April 14, 2026 |
| October 2025 | $385,739,250 | 14 | March 21, 2025 |
| October 2024 | $341,468,722 | 10 | May 8, 2024 |
| October 2023 | $302,915,495 | 8 | March 14, 2023 |
| October 2022 | $293,001,887 | 8 | March 9, 2022 |
| October 2021 | $242,712,359 | 8 | March 15, 2021 |
Regulatory assets under management: $242,712,359 in the October 2021 data and $466,800,704 in the October 2026 data, up 92%.
Total employees: 8 in October 2021 and 14 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $385,739,250 to $466,800,704 (+21%).
- Registered or notice-filed in NH, NY.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Widmann Financial Services (CRD 289106): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/widmann-financial-services-bowie-md-289106