DBA: XML FINANCIAL GROUP
| Total AUM | $3.30B |
| Discretionary | $2.49B75% of AUM |
| Non-Discretionary | $811.0M |
| Client Accounts | 5,987 |
| Avg Account Size | $551K |
| Employees | 54 |
| Peak AUM | $3.30BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.3B | +10.2% | +12.4% | +21.0% | |
| Discretionary AUM | |||||
| Total AUM | $3.30B |
| Discretionary | $2.49B |
| Employees | 54 |
| Client Accounts | 5987 |
| Client Range | More than 500 |
Address
6901 ROCKLEDGE DRIVE
BETHESDA MD 20817
Phone
(301) 770-5234
Filing History
51 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.5B
75.4% of AUM
Non-Discretionary
$811M
24.6% of AUM
Disc. mix ▲ 1.8pp vs 1 year ago
Custody
Total AUM
$3.3B
| $2.5B |
| +12.9% |
| +23.6% |
| +21.0% |
| Non-Disc. AUM | $811M | +2.6% | 6.9% | +21.0% |
| Total Accounts | 6k | 0.9% | +1.1% | +10.7% |
| Avg Account Size | $550,870.687 | +11.2% | +11.2% | +9.3% |
| Employees | 54 | +1.9% | +1.3% | +17.6% |
| AUM / Employee | $61M | +8.1% | +11.0% | +2.9% |
Client AUM Segments | |||||
| Wealth AUM | $3.2B | +10.4% | +12.6% | +20.5% | |
| Institutional AUM | $113M | +3.7% | +7.5% | +41.7% | |
Client Count Segments | |||||
| HNW Clients | 2k | 46.4% | 28.0% | +11.7% | |
| Institutional | 54 | 6.9% | 11.9% | +18.6% | |
| Individuals | 833 | +189.2% | +61.4% | +31.6% | |