# Xenith Financial Advisory Services, LLC

> Xenith Financial Advisory Services, LLC is a state-registered investment advisory firm, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 2, 2026.

- CRD: 296479
- Filed as: XENITH FINANCIAL ADVISORY SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: April 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/296479
- AdvisorCensus page: https://advisorcensus.com/firm/xenith-financial-advisory-services-llc-296479

## Quick answers

**How is Xenith Financial Advisory Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Xenith Financial Advisory Services, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Xenith Financial Advisory Services, LLC registered with the SEC or a state?**
Xenith Financial Advisory Services, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 296479.

**How much does Xenith Financial Advisory Services, LLC manage?**
Xenith Financial Advisory Services, LLC reports $21,032,329 in regulatory assets under management in its Form ADV filing dated April 2, 2026 (100% discretionary).

**What types of clients does Xenith Financial Advisory Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (49); corporations or other businesses not listed above (6); high net worth individuals (3).

**Does Xenith Financial Advisory Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/296479

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $21,032,329
- Discretionary: $21,032,329
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $4,148,067 |
| High net worth individuals | 3 | $2,745,699 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $8,767,569 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $9,530 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 6 | $5,361,464 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Xenith Financial Advisory Services, LLC (CRD 296479): Form ADV filing data as of October 2026.