TOTH FINANCIAL ADVISORY CORP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.15B |
| Discretionary | $1.14B99% of AUM |
| Non-Discretionary | $16.5M |
| Client Accounts | 2,352 |
| Avg Account Size | $491K |
| Employees | 18 |
| Peak AUM | $1.15BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.2B | +13.7% | +15.3% | +9.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.15B |
| Discretionary | $1.14B |
| Employees | 18 |
| Client Accounts | 2352 |
| Client Range | 0 |
Contact & Location
Address
608 SOUTH KING STREET
LEESBURG VA 20175
Phone
703-443-8684
Filing History
78 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.1B
98.6% of AUM
Non-Discretionary
$17M
1.4% of AUM
Disc. mix ▲ 2.2pp vs 1 year ago
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)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Pension Consultant