FINANCIAL ADVANTAGE INC
Legal name: FAI WEALTH MANAGEMENT
CRD #104610 SEC #801-31624 COLUMBIA, MD 410-715-9200
SEC Registered
Total AUM
$282.5M
Discretionary
$282.5M
Employees
8
Clients
101
Accounts
672
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $282.5M | $282.5M | $0 | 8 | 11 |
| Mar 2022 | $318.1M | $318.1M | $0 | 9 | 11 |
| Oct 2021 | $297.7M | $297.7M | $0 | 9 | 11 |
| Jul 2021 | $297.7M | $297.7M | $0 | 9 | 11 |
| Mar 2021 | $297.7M | $297.7M | $0 | 9 | 11 |
| Aug 2020 | $389.3M | $389.3M | $0 | 12 | 14 |
| May 2020 | $389.3M | $389.3M | $0 | 12 | 14 |
| Mar 2020 | $389.3M | $389.3M | $0 | 12 | 14 |
| Mar 2019 | $328.6M | $328.6M | $0 | 11 | 12 |
| Nov 2018 | $351.7M | $351.7M | $0 | 12 | 0 |
| Aug 2018 | $351.7M | $351.7M | $0 | 12 | 0 |
| Jul 2018 | $351.7M | $351.7M | $0 | 12 | 0 |
| May 2018 | $351.7M | $351.7M | $0 | 12 | 0 |
| Apr 2018 | $351.7M | $351.7M | $0 | 12 | 0 |
| Mar 2018 | $351.7M | $351.7M | $0 | 12 | 0 |
| Mar 2018 | $323.2M | $323.2M | $0 | 11 | 0 |
| Dec 2017 | $323.2M | $323.2M | $0 | 11 | 0 |
| Aug 2017 | $320.2M | $320.2M | $0 | 12 | 209 |
| Jun 2017 | $320.2M | $320.2M | $0 | 12 | 209 |
| Mar 2017 | $320.2M | $320.2M | $0 | 12 | 209 |
| Sep 2016 | $298.2M | $298.2M | $0 | 13 | 203 |
| May 2016 | $298.2M | $298.2M | $0 | 13 | 203 |
| Apr 2016 | $298.2M | $298.2M | $0 | 13 | 203 |
| Mar 2016 | $298.2M | $298.2M | $0 | 13 | 203 |
| Nov 2015 | $320.4M | $320.4M | $0 | 12 | 204 |
| Nov 2015 | $320.4M | $320.4M | $0 | 12 | 204 |
| Sep 2015 | $320.4M | $320.4M | $0 | 12 | 204 |
| Aug 2015 | $320.4M | $320.4M | $0 | 12 | 204 |
| Jun 2015 | $320.4M | $320.4M | $0 | 12 | 204 |
| Feb 2015 | $320.4M | $320.4M | $0 | 12 | 204 |
| Dec 2014 | $330.2M | $330.2M | $0 | 12 | 223 |
| Aug 2014 | $330.2M | $330.2M | $0 | 12 | 223 |
| May 2014 | $330.2M | $330.2M | $0 | 10 | 223 |
| Apr 2014 | $330.2M | $330.2M | $0 | 10 | 223 |
| Apr 2014 | $330.2M | $330.2M | $0 | 10 | 223 |
| Mar 2014 | $330.2M | $330.2M | $0 | 10 | 223 |
| Jan 2014 | $330.2M | $330.2M | $0 | 11 | 200 |
| Jan 2014 | $308.9M | $308.9M | $0 | 11 | 200 |
| Jun 2013 | $308.9M | $308.9M | $0 | 11 | 200 |
| Apr 2013 | $308.9M | $308.9M | $0 | 11 | 200 |
| Mar 2013 | $308.9M | $308.9M | $0 | 11 | 200 |
| Mar 2013 | $308.9M | $308.9M | $0 | 11 | 200 |
| Sep 2012 | $268.4M | $268.4M | $0 | 6 | 200 |
| Jul 2012 | $268.4M | $268.4M | $0 | 6 | 200 |
| Feb 2012 | $268.4M | $268.4M | $0 | 6 | 200 |
| Dec 2010 | $248.3M | $248.3M | $0 | 10 | -- |
| Aug 2010 | $248.3M | $248.3M | $0 | 10 | -- |
| Oct 2009 | $203.8M | $203.8M | $0 | 10 | -- |
| Apr 2009 | $203.8M | $203.8M | $0 | 10 | -- |
| Feb 2009 | $201.7M | $201.7M | $0 | 10 | -- |
| Nov 2007 | $219.5M | $219.5M | $0 | 5 | -- |
| Sep 2007 | $219.5M | $219.5M | $0 | 10 | -- |
| May 2007 | $219.5M | $219.5M | $0 | 10 | -- |
| Apr 2007 | $219.5M | $219.5M | $0 | 10 | -- |
| Mar 2007 | $219.5M | $219.5M | $0 | 10 | -- |
| Mar 2006 | $202.9M | $202.9M | $0 | 5 | -- |
| Apr 2002 | $84.1M | $84.1M | $0 | 5 | -- |
| Mar 2002 | $84.1M | $84.1M | $0 | 5 | -- |
DateMar 2023
Total AUM$282.5M
Discretionary$282.5M
Non-Disc.$0
Employees8
Clients11
DateMar 2022
Total AUM$318.1M
Discretionary$318.1M
Non-Disc.$0
Employees9
Clients11
DateOct 2021
Total AUM$297.7M
Discretionary$297.7M
Non-Disc.$0
Employees9
Clients11
DateJul 2021
Total AUM$297.7M
Discretionary$297.7M
Non-Disc.$0
Employees9
Clients11
DateMar 2021
Total AUM$297.7M
Discretionary$297.7M
Non-Disc.$0
Employees9
Clients11
DateAug 2020
Total AUM$389.3M
Discretionary$389.3M
Non-Disc.$0
Employees12
Clients14
DateMay 2020
Total AUM$389.3M
Discretionary$389.3M
Non-Disc.$0
Employees12
Clients14
DateMar 2020
Total AUM$389.3M
Discretionary$389.3M
Non-Disc.$0
Employees12
Clients14
DateMar 2019
Total AUM$328.6M
Discretionary$328.6M
Non-Disc.$0
Employees11
Clients12
DateNov 2018
Total AUM$351.7M
Discretionary$351.7M
Non-Disc.$0
Employees12
Clients0
DateAug 2018
Total AUM$351.7M
Discretionary$351.7M
Non-Disc.$0
Employees12
Clients0
DateJul 2018
Total AUM$351.7M
Discretionary$351.7M
Non-Disc.$0
Employees12
Clients0
DateMay 2018
Total AUM$351.7M
Discretionary$351.7M
Non-Disc.$0
Employees12
Clients0
DateApr 2018
Total AUM$351.7M
Discretionary$351.7M
Non-Disc.$0
Employees12
Clients0
DateMar 2018
Total AUM$351.7M
Discretionary$351.7M
Non-Disc.$0
Employees12
Clients0
DateMar 2018
Total AUM$323.2M
Discretionary$323.2M
Non-Disc.$0
Employees11
Clients0
DateDec 2017
Total AUM$323.2M
Discretionary$323.2M
Non-Disc.$0
Employees11
Clients0
DateAug 2017
Total AUM$320.2M
Discretionary$320.2M
Non-Disc.$0
Employees12
Clients209
DateJun 2017
Total AUM$320.2M
Discretionary$320.2M
Non-Disc.$0
Employees12
Clients209
DateMar 2017
Total AUM$320.2M
Discretionary$320.2M
Non-Disc.$0
Employees12
Clients209
DateSep 2016
Total AUM$298.2M
Discretionary$298.2M
Non-Disc.$0
Employees13
Clients203
DateMay 2016
Total AUM$298.2M
Discretionary$298.2M
Non-Disc.$0
Employees13
Clients203
DateApr 2016
Total AUM$298.2M
Discretionary$298.2M
Non-Disc.$0
Employees13
Clients203
DateMar 2016
Total AUM$298.2M
Discretionary$298.2M
Non-Disc.$0
Employees13
Clients203
DateNov 2015
Total AUM$320.4M
Discretionary$320.4M
Non-Disc.$0
Employees12
Clients204
DateNov 2015
Total AUM$320.4M
Discretionary$320.4M
Non-Disc.$0
Employees12
Clients204
DateSep 2015
Total AUM$320.4M
Discretionary$320.4M
Non-Disc.$0
Employees12
Clients204
DateAug 2015
Total AUM$320.4M
Discretionary$320.4M
Non-Disc.$0
Employees12
Clients204
DateJun 2015
Total AUM$320.4M
Discretionary$320.4M
Non-Disc.$0
Employees12
Clients204
DateFeb 2015
Total AUM$320.4M
Discretionary$320.4M
Non-Disc.$0
Employees12
Clients204
DateDec 2014
Total AUM$330.2M
Discretionary$330.2M
Non-Disc.$0
Employees12
Clients223
DateAug 2014
Total AUM$330.2M
Discretionary$330.2M
Non-Disc.$0
Employees12
Clients223
DateMay 2014
Total AUM$330.2M
Discretionary$330.2M
Non-Disc.$0
Employees10
Clients223
DateApr 2014
Total AUM$330.2M
Discretionary$330.2M
Non-Disc.$0
Employees10
Clients223
DateApr 2014
Total AUM$330.2M
Discretionary$330.2M
Non-Disc.$0
Employees10
Clients223
DateMar 2014
Total AUM$330.2M
Discretionary$330.2M
Non-Disc.$0
Employees10
Clients223
DateJan 2014
Total AUM$330.2M
Discretionary$330.2M
Non-Disc.$0
Employees11
Clients200
DateJan 2014
Total AUM$308.9M
Discretionary$308.9M
Non-Disc.$0
Employees11
Clients200
DateJun 2013
Total AUM$308.9M
Discretionary$308.9M
Non-Disc.$0
Employees11
Clients200
DateApr 2013
Total AUM$308.9M
Discretionary$308.9M
Non-Disc.$0
Employees11
Clients200
DateMar 2013
Total AUM$308.9M
Discretionary$308.9M
Non-Disc.$0
Employees11
Clients200
DateMar 2013
Total AUM$308.9M
Discretionary$308.9M
Non-Disc.$0
Employees11
Clients200
DateSep 2012
Total AUM$268.4M
Discretionary$268.4M
Non-Disc.$0
Employees6
Clients200
DateJul 2012
Total AUM$268.4M
Discretionary$268.4M
Non-Disc.$0
Employees6
Clients200
DateFeb 2012
Total AUM$268.4M
Discretionary$268.4M
Non-Disc.$0
Employees6
Clients200
DateDec 2010
Total AUM$248.3M
Discretionary$248.3M
Non-Disc.$0
Employees10
Clients--
DateAug 2010
Total AUM$248.3M
Discretionary$248.3M
Non-Disc.$0
Employees10
Clients--
DateOct 2009
Total AUM$203.8M
Discretionary$203.8M
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$203.8M
Discretionary$203.8M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$201.7M
Discretionary$201.7M
Non-Disc.$0
Employees10
Clients--
DateNov 2007
Total AUM$219.5M
Discretionary$219.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$219.5M
Discretionary$219.5M
Non-Disc.$0
Employees10
Clients--
DateMay 2007
Total AUM$219.5M
Discretionary$219.5M
Non-Disc.$0
Employees10
Clients--
DateApr 2007
Total AUM$219.5M
Discretionary$219.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$219.5M
Discretionary$219.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$202.9M
Discretionary$202.9M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$84.1M
Discretionary$84.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$84.1M
Discretionary$84.1M
Non-Disc.$0
Employees5
Clients--