FINANCIAL SECURITY ADVISORY INC
CRD #110746 SEC #801-54496 VIRGINIA BEACH, VA 757-431-1414
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
43
Clients
--
Accounts
3,141
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1.7B | $1.7B | $894.3K | 43 | 0 |
| Sep 2024 | $1.6B | $1.6B | $2.9M | 41 | 0 |
| Aug 2024 | $1.3B | $1.3B | $1.9M | 45 | 0 |
| Jul 2024 | $1.3B | $1.3B | $1.9M | 45 | 0 |
| Apr 2024 | $1.3B | $1.3B | $1.9M | 45 | 0 |
| Mar 2024 | $1.3B | $1.3B | $1.9M | 45 | 0 |
| Jan 2024 | $1.3B | $1.3B | $1.9M | 45 | 0 |
| Jan 2024 | $1.3B | $1.3B | $1.9M | 45 | 0 |
| Oct 2023 | $1.3B | $1.3B | $1.9M | 45 | 0 |
| Sep 2023 | $1.3B | $1.3B | $1.9M | 45 | 0 |
| Jul 2023 | $1.1B | $1.1B | $437.1K | 32 | 0 |
| May 2023 | $1.1B | $1.1B | $437.1K | 32 | 0 |
| Sep 2022 | $1.1B | $1.1B | $437.1K | 32 | 0 |
| Oct 2021 | $1.2B | $1.2B | $165K | 29 | 0 |
| Sep 2020 | $945.6M | $945.6M | $0 | 29 | 0 |
| Jun 2020 | $816.1M | $816.1M | $61.3K | 30 | 0 |
| Sep 2019 | $816.1M | $816.1M | $61.3K | 30 | 0 |
| Sep 2018 | $771M | $771M | $0 | 30 | 0 |
| Sep 2017 | $723.8M | $723.8M | $0 | 30 | 2,000 |
| Aug 2017 | $619.8M | $619.8M | $0 | 29 | 1,800 |
| Sep 2016 | $619.8M | $619.8M | $0 | 29 | 1,800 |
| Sep 2015 | $546.9M | $546.9M | $0 | 6 | 1,000 |
| Oct 2014 | $557.1M | $557.1M | $8K | 6 | 1,000 |
| Oct 2014 | $557.1M | $557.1M | $8K | 6 | 1,000 |
| Sep 2014 | $557.1M | $557.1M | $8K | 6 | 1,000 |
| Mar 2014 | $521.1M | $521.1M | $0 | 6 | 1,000 |
| Sep 2013 | $490M | $490M | $0 | 6 | 1,000 |
| Aug 2012 | $410M | $410M | $0 | 6 | 1,000 |
| Mar 2012 | $413M | $413M | $0 | 6 | 1,000 |
| Sep 2010 | $312.4M | $312.4M | $0 | 10 | -- |
| Mar 2010 | $282.3M | $282.3M | $0 | 10 | -- |
| Sep 2009 | $282.3M | $282.3M | $0 | 10 | -- |
| Aug 2007 | $300M | $300M | $0 | 10 | -- |
| Jan 2007 | $266.1M | $266.1M | $0 | 10 | -- |
| Mar 2006 | $212.6M | $212.6M | $0 | 10 | -- |
| Sep 2005 | $212.6M | $212.6M | $0 | 10 | -- |
| Jul 2004 | $163M | $154M | $9M | 10 | -- |
| Jan 2004 | $163M | $154M | $9M | 10 | -- |
| Nov 2003 | $163M | $154M | $9M | 10 | -- |
| Apr 2002 | $130M | $130M | $0 | -- | -- |
DateSep 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$894.3K
Employees43
Clients0
DateSep 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$2.9M
Employees41
Clients0
DateAug 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.9M
Employees45
Clients0
DateJul 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.9M
Employees45
Clients0
DateApr 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.9M
Employees45
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.9M
Employees45
Clients0
DateJan 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.9M
Employees45
Clients0
DateJan 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.9M
Employees45
Clients0
DateOct 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.9M
Employees45
Clients0
DateSep 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.9M
Employees45
Clients0
DateJul 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$437.1K
Employees32
Clients0
DateMay 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$437.1K
Employees32
Clients0
DateSep 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$437.1K
Employees32
Clients0
DateOct 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$165K
Employees29
Clients0
DateSep 2020
Total AUM$945.6M
Discretionary$945.6M
Non-Disc.$0
Employees29
Clients0
DateJun 2020
Total AUM$816.1M
Discretionary$816.1M
Non-Disc.$61.3K
Employees30
Clients0
DateSep 2019
Total AUM$816.1M
Discretionary$816.1M
Non-Disc.$61.3K
Employees30
Clients0
DateSep 2018
Total AUM$771M
Discretionary$771M
Non-Disc.$0
Employees30
Clients0
DateSep 2017
Total AUM$723.8M
Discretionary$723.8M
Non-Disc.$0
Employees30
Clients2,000
DateAug 2017
Total AUM$619.8M
Discretionary$619.8M
Non-Disc.$0
Employees29
Clients1,800
DateSep 2016
Total AUM$619.8M
Discretionary$619.8M
Non-Disc.$0
Employees29
Clients1,800
DateSep 2015
Total AUM$546.9M
Discretionary$546.9M
Non-Disc.$0
Employees6
Clients1,000
DateOct 2014
Total AUM$557.1M
Discretionary$557.1M
Non-Disc.$8K
Employees6
Clients1,000
DateOct 2014
Total AUM$557.1M
Discretionary$557.1M
Non-Disc.$8K
Employees6
Clients1,000
DateSep 2014
Total AUM$557.1M
Discretionary$557.1M
Non-Disc.$8K
Employees6
Clients1,000
DateMar 2014
Total AUM$521.1M
Discretionary$521.1M
Non-Disc.$0
Employees6
Clients1,000
DateSep 2013
Total AUM$490M
Discretionary$490M
Non-Disc.$0
Employees6
Clients1,000
DateAug 2012
Total AUM$410M
Discretionary$410M
Non-Disc.$0
Employees6
Clients1,000
DateMar 2012
Total AUM$413M
Discretionary$413M
Non-Disc.$0
Employees6
Clients1,000
DateSep 2010
Total AUM$312.4M
Discretionary$312.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$282.3M
Discretionary$282.3M
Non-Disc.$0
Employees10
Clients--
DateSep 2009
Total AUM$282.3M
Discretionary$282.3M
Non-Disc.$0
Employees10
Clients--
DateAug 2007
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$266.1M
Discretionary$266.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$212.6M
Discretionary$212.6M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$212.6M
Discretionary$212.6M
Non-Disc.$0
Employees10
Clients--
DateJul 2004
Total AUM$163M
Discretionary$154M
Non-Disc.$9M
Employees10
Clients--
DateJan 2004
Total AUM$163M
Discretionary$154M
Non-Disc.$9M
Employees10
Clients--
DateNov 2003
Total AUM$163M
Discretionary$154M
Non-Disc.$9M
Employees10
Clients--
DateApr 2002
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees--
Clients--