{
  "crd_number": 289106,
  "slug": "widmann-financial-services-bowie-md-289106",
  "primary_business_name": "WIDMANN FINANCIAL SERVICES",
  "legal_name": "WIDMANN FINANCIAL SERVICES, INC.",
  "dbas": [],
  "city": "Bowie",
  "state": "MD",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-10-29",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-04-14",
  "carried_forward": false,
  "raum_total": 466800704.0,
  "raum_discretionary": 465633387.0,
  "raum_non_discretionary": 1167317.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 14,
  "advisory_employees": 9,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 4922070.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 169131434.0,
      "count": 428
    },
    "high_net_worth_individuals": {
      "raum": 284857816.0,
      "count": 123
    },
    "corporations_other_businesses": {
      "raum": 7889384.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "DE",
    "FL",
    "MD",
    "NC",
    "NH",
    "NY",
    "PA",
    "SC",
    "TX",
    "VA"
  ],
  "websites": [
    "https://linkedin.com/company/widmann-financial-svc",
    "https://widmannfinancial.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/289106",
  "city_as_filed": "BOWIE",
  "url": "https://advisorcensus.com/firm/widmann-financial-services-bowie-md-289106",
  "display_name": "Widmann Financial Services",
  "summary": "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.",
  "citation": "AdvisorCensus. Widmann Financial Services (CRD 289106): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-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",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Widmann Financial Services compensated?",
      "a": "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)."
    },
    {
      "q": "Where is Widmann Financial Services located?",
      "a": "Widmann Financial Services' principal office is in Bowie, MD, according to its Form ADV."
    },
    {
      "q": "Is Widmann Financial Services registered with the SEC or a state?",
      "a": "Widmann Financial Services is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289106."
    },
    {
      "q": "How much does Widmann Financial Services manage?",
      "a": "Widmann Financial Services reports $466,800,704 in regulatory assets under management in its Form ADV filing dated April 14, 2026 (100% discretionary)."
    },
    {
      "q": "How have Widmann Financial Services' assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Widmann Financial Services serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (428); high net worth individuals (123)."
    },
    {
      "q": "Which custodians does Widmann Financial Services use?",
      "a": "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."
    },
    {
      "q": "Does Widmann Financial Services report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Widmann Financial Services state an account minimum?",
      "a": "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\""
    },
    {
      "q": "What changed in Widmann Financial Services' recent Form ADV filings?",
      "a": "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)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 242712359.0,
      "total_employees": 8,
      "filing_date": "2021-03-15"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 293001887.0,
      "total_employees": 8,
      "filing_date": "2022-03-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 302915495.0,
      "total_employees": 8,
      "filing_date": "2023-03-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 341468722.0,
      "total_employees": 10,
      "filing_date": "2024-05-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 385739250.0,
      "total_employees": 14,
      "filing_date": "2025-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 466800704.0,
      "total_employees": 14,
      "filing_date": "2026-04-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 29, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/widmann-financial-services-bowie-md-289106.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 428,
      "fewer_than_5": false,
      "raum": 169131434.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 123,
      "fewer_than_5": false,
      "raum": 284857816.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 4922070.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 7889384.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/289106",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}