# Widmann Financial Services

> 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.

- CRD: 289106
- Filed as: WIDMANN FINANCIAL SERVICES
- Legal name: Widmann Financial Services, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bowie, MD
- Filing period: October 2026
- Form ADV filing dated: April 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289106
- AdvisorCensus page: https://advisorcensus.com/firm/widmann-financial-services-bowie-md-289106

## Quick answers

**How 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).

**How much does Widmann Financial Services charge?**
Its Form ADV Part 2A brochure dated March 29, 2026 states: Hourly rate: $500 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 29, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> 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

- Hourly rate: $500 an hour (financial planning and consulting services)

> Our hourly fee is up to $500 per hour and is based on the expertise and credentials of the provider and the service provided.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $466,800,704
- Discretionary: $465,633,387
- Non-discretionary: $1,167,317

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 428 | $169,131,434 |
| High net worth individuals | 123 | $284,857,816 |
| Charitable organizations | Fewer than 5 | $4,922,070 |
| Corporations or other businesses not listed above | Fewer than 5 | $7,889,384 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (8 years)
- Employees: 14 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, FL, MD, NC, NH, NY, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- widmannfinancial.com
- LinkedIn @widmann-financial-svc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $242,712,359 | 8 | March 15, 2021 |
| October 2022 | $293,001,887 | 8 | March 9, 2022 |
| October 2023 | $302,915,495 | 8 | March 14, 2023 |
| October 2024 | $341,468,722 | 10 | May 8, 2024 |
| October 2025 | $385,739,250 | 14 | March 21, 2025 |
| October 2026 | $466,800,704 | 14 | April 14, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Widmann Financial Services (CRD 289106): Form ADV filing data as of October 2026.