The TOTH FINANCIAL ADVISORY CORP is a privately held investment adviser that advises $1.15Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. TOTH FINANCIAL ADVISORY CORP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 57.62% over the last 5-years.
The Group has been registered with the SEC for 39.97 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 608 SOUTH KING STREET SUITE 300, LEESBURG, VIRGINIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 18 employees comprised of 10 investment and 8 non-investment staff. The total number of Employees increased by 5.88% over the last 5-years.
Their $1.15Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 7 other accounts. Assets of High Net Worth Individuals clients own $983.91mn or 85.22% of Total Assets and Individuals own $97.62mn or 8.46% of Total Assets.
The Group's top investment strategies include Early Stage, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $37.88mn in assets.
The Group discloses management fees and performance-based fees.
TOTH FINANCIAL ADVISORY CORP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.