WESTMINSTER FINANCIAL ADVISORY CORP
CRD #110283 SEC #801-29690 BEAVERCREEK, OH 937-898-5010
SEC Registered Broker-Dealer
Total AUM
$1.2B
Discretionary
$1.2B
Employees
46
Clients
--
Accounts
3,255
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.2B | $1.2B | $0 | 46 | 0 |
| Mar 2025 | $1.2B | $1.2B | $0 | 46 | 0 |
| May 2024 | $920.3M | $920.3M | $0 | 40 | 0 |
| Mar 2024 | $920.3M | $920.3M | $0 | 40 | 0 |
| Aug 2023 | $748.4M | $748.4M | $0 | 35 | 0 |
| Mar 2023 | $748.4M | $748.4M | $0 | 35 | 0 |
| Feb 2023 | $836.3M | $836.3M | $0 | 35 | 0 |
| Jan 2023 | $836.3M | $836.3M | $0 | 35 | 0 |
| Nov 2022 | $836.3M | $836.3M | $0 | 35 | 0 |
| Nov 2022 | $836.3M | $836.3M | $0 | 35 | 0 |
| Mar 2022 | $836.3M | $836.3M | $0 | 35 | 0 |
| Feb 2022 | $652.3M | $652.3M | $0 | 35 | 0 |
| Apr 2021 | $652.3M | $652.3M | $0 | 35 | 0 |
| Mar 2021 | $652.3M | $652.3M | $0 | 35 | 0 |
| Nov 2020 | $534.6M | $534.6M | $0 | 35 | 0 |
| Jun 2020 | $534.6M | $534.6M | $0 | 35 | 0 |
| Mar 2020 | $534.6M | $534.6M | $0 | 35 | 0 |
| Jun 2019 | $371.1M | $371.1M | $0 | 35 | 0 |
| Mar 2019 | $371.1M | $371.1M | $0 | 35 | 0 |
| Feb 2019 | $426.6M | $426.6M | $0 | 35 | 0 |
| Mar 2018 | $426.6M | $426.6M | $0 | 35 | 500 |
| May 2017 | $294.4M | $294.4M | $0 | 35 | 500 |
| Apr 2017 | $294.4M | $294.4M | $0 | 35 | 500 |
| Mar 2017 | $294.4M | $294.4M | $0 | 35 | 500 |
| Aug 2016 | $170.9M | $170.9M | $0 | 35 | 400 |
| Mar 2016 | $170.9M | $170.9M | $0 | 35 | 400 |
| Dec 2015 | $179.6M | $179.6M | $0 | 35 | 400 |
| Mar 2015 | $179.6M | $179.6M | $0 | 35 | 400 |
| Aug 2014 | $156.1M | $156.1M | $0 | 35 | 400 |
| Mar 2014 | $156.1M | $156.1M | $0 | 35 | 400 |
| Aug 2013 | $143M | $143M | $0 | 25 | 500 |
| Mar 2013 | $143M | $143M | $0 | 25 | 500 |
| Mar 2012 | $136M | $136M | $0 | 11 | 500 |
| Jan 2012 | $134.4M | $134.4M | $0 | 11 | 600 |
| Aug 2011 | $134.4M | $134.4M | $0 | -- | -- |
| May 2011 | $134.4M | $134.4M | $0 | -- | -- |
| Mar 2011 | $134.4M | $134.4M | $0 | -- | -- |
| Nov 2010 | $81.2M | $81.2M | $0 | -- | -- |
| Oct 2010 | $81.2M | $81.2M | $0 | -- | -- |
| Apr 2010 | $81.2M | $81.2M | $0 | -- | -- |
| Apr 2009 | $27.7M | $27.7M | $0 | -- | -- |
| Mar 2009 | $27.7M | $27.7M | $0 | -- | -- |
| Mar 2006 | $50.9M | $50.9M | $0 | -- | -- |
| Dec 2005 | $50.9M | $50.9M | $0 | -- | -- |
| Feb 2005 | $44M | $44M | $0 | 10 | -- |
| Jan 2004 | $78.3M | $72M | $6.3M | 10 | -- |
DateOct 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees46
Clients0
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees46
Clients0
DateMay 2024
Total AUM$920.3M
Discretionary$920.3M
Non-Disc.$0
Employees40
Clients0
DateMar 2024
Total AUM$920.3M
Discretionary$920.3M
Non-Disc.$0
Employees40
Clients0
DateAug 2023
Total AUM$748.4M
Discretionary$748.4M
Non-Disc.$0
Employees35
Clients0
DateMar 2023
Total AUM$748.4M
Discretionary$748.4M
Non-Disc.$0
Employees35
Clients0
DateFeb 2023
Total AUM$836.3M
Discretionary$836.3M
Non-Disc.$0
Employees35
Clients0
DateJan 2023
Total AUM$836.3M
Discretionary$836.3M
Non-Disc.$0
Employees35
Clients0
DateNov 2022
Total AUM$836.3M
Discretionary$836.3M
Non-Disc.$0
Employees35
Clients0
DateNov 2022
Total AUM$836.3M
Discretionary$836.3M
Non-Disc.$0
Employees35
Clients0
DateMar 2022
Total AUM$836.3M
Discretionary$836.3M
Non-Disc.$0
Employees35
Clients0
DateFeb 2022
Total AUM$652.3M
Discretionary$652.3M
Non-Disc.$0
Employees35
Clients0
DateApr 2021
Total AUM$652.3M
Discretionary$652.3M
Non-Disc.$0
Employees35
Clients0
DateMar 2021
Total AUM$652.3M
Discretionary$652.3M
Non-Disc.$0
Employees35
Clients0
DateNov 2020
Total AUM$534.6M
Discretionary$534.6M
Non-Disc.$0
Employees35
Clients0
DateJun 2020
Total AUM$534.6M
Discretionary$534.6M
Non-Disc.$0
Employees35
Clients0
DateMar 2020
Total AUM$534.6M
Discretionary$534.6M
Non-Disc.$0
Employees35
Clients0
DateJun 2019
Total AUM$371.1M
Discretionary$371.1M
Non-Disc.$0
Employees35
Clients0
DateMar 2019
Total AUM$371.1M
Discretionary$371.1M
Non-Disc.$0
Employees35
Clients0
DateFeb 2019
Total AUM$426.6M
Discretionary$426.6M
Non-Disc.$0
Employees35
Clients0
DateMar 2018
Total AUM$426.6M
Discretionary$426.6M
Non-Disc.$0
Employees35
Clients500
DateMay 2017
Total AUM$294.4M
Discretionary$294.4M
Non-Disc.$0
Employees35
Clients500
DateApr 2017
Total AUM$294.4M
Discretionary$294.4M
Non-Disc.$0
Employees35
Clients500
DateMar 2017
Total AUM$294.4M
Discretionary$294.4M
Non-Disc.$0
Employees35
Clients500
DateAug 2016
Total AUM$170.9M
Discretionary$170.9M
Non-Disc.$0
Employees35
Clients400
DateMar 2016
Total AUM$170.9M
Discretionary$170.9M
Non-Disc.$0
Employees35
Clients400
DateDec 2015
Total AUM$179.6M
Discretionary$179.6M
Non-Disc.$0
Employees35
Clients400
DateMar 2015
Total AUM$179.6M
Discretionary$179.6M
Non-Disc.$0
Employees35
Clients400
DateAug 2014
Total AUM$156.1M
Discretionary$156.1M
Non-Disc.$0
Employees35
Clients400
DateMar 2014
Total AUM$156.1M
Discretionary$156.1M
Non-Disc.$0
Employees35
Clients400
DateAug 2013
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees25
Clients500
DateMar 2013
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees25
Clients500
DateMar 2012
Total AUM$136M
Discretionary$136M
Non-Disc.$0
Employees11
Clients500
DateJan 2012
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees11
Clients600
DateAug 2011
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees--
Clients--
DateMay 2011
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees--
Clients--
DateNov 2010
Total AUM$81.2M
Discretionary$81.2M
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$81.2M
Discretionary$81.2M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$81.2M
Discretionary$81.2M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$27.7M
Discretionary$27.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$27.7M
Discretionary$27.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$50.9M
Discretionary$50.9M
Non-Disc.$0
Employees--
Clients--
DateDec 2005
Total AUM$50.9M
Discretionary$50.9M
Non-Disc.$0
Employees--
Clients--
DateFeb 2005
Total AUM$44M
Discretionary$44M
Non-Disc.$0
Employees10
Clients--
DateJan 2004
Total AUM$78.3M
Discretionary$72M
Non-Disc.$6.3M
Employees10
Clients--