FIRST GEORGETOWN SECURITIES, INC.
DBA: FIRST GEORGETOWN SECURITIES, INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $115.7M |
| Discretionary | $115.7M100% of AUM |
| Client Accounts | 123 |
| Avg Account Size | $941K |
| Employees | 4 |
| Peak AUM | $115.7MJun 2026 |
| AUM CAGR | +5.9% /yrover 18 yrs · 14 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $116M | — | — | — | |
| Discretionary AUM | $116M | — | |||
Key Metrics
| Total AUM | $115.7M |
| Discretionary | $115.7M |
| Employees | 4 |
| Client Accounts | 123 |
Contact & Location
Address
1700 DIAGONAL RD.
ALEXANDRIA VA 22314
Phone
703-519-7700
Filing History
14 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$116M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Broker-Dealer
Related Entities (Item 7)
Broker-DealerInvestment Adviser