XML FINANCIAL, LLC
Legal name: XML FINANCIAL GROUP
CRD #284987 SEC #801-108376 BETHESDA, MD (301) 770-5234
SEC Registered
Total AUM
$3B
Discretionary
$2.2B
Employees
53
Clients
--
Accounts
6,044
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $3B | $2.2B | $790.8M | 53 | 29 |
| Aug 2025 | $3B | $2.2B | $790.8M | 53 | 29 |
| Aug 2025 | $3B | $2.2B | $790.8M | 53 | 29 |
| Mar 2025 | $3B | $2.2B | $790.8M | 53 | 29 |
| Nov 2024 | $2.8B | $1.6B | $1.2B | 52 | 34 |
| Nov 2024 | $2.8B | $1.6B | $1.2B | 52 | 34 |
| Jul 2024 | $2.8B | $1.6B | $1.2B | 52 | 34 |
| May 2024 | $2.8B | $1.6B | $1.2B | 52 | 34 |
| Mar 2024 | $2.8B | $1.6B | $1.2B | 52 | 34 |
| Jan 2024 | $2.3B | $1.3B | $1B | 52 | 29 |
| Nov 2023 | $2.3B | $1.3B | $1B | 52 | 29 |
| Sep 2023 | $2.3B | $1.3B | $1B | 52 | 29 |
| Sep 2023 | $2.3B | $1.3B | $1B | 52 | 29 |
| Sep 2023 | $2.3B | $1.3B | $1B | 52 | 29 |
| Sep 2023 | $2.3B | $1.3B | $1B | 52 | 29 |
| Mar 2023 | $2.3B | $1.3B | $1B | 52 | 29 |
| Feb 2023 | $2.3B | $1.8B | $478.3M | 41 | 23 |
| Jan 2023 | $2.3B | $1.8B | $478.3M | 41 | 23 |
| Jul 2022 | $2.3B | $1.8B | $478.3M | 41 | 23 |
| Mar 2022 | $2.3B | $1.8B | $478.3M | 41 | 23 |
| Mar 2022 | $1.3B | $959.4M | $312.3M | 24 | 31 |
| Oct 2021 | $1.3B | $959.4M | $312.3M | 24 | 31 |
| Sep 2021 | $1.3B | $959.4M | $312.3M | 24 | 31 |
| May 2021 | $1.3B | $959.4M | $312.3M | 24 | 31 |
| Mar 2021 | $1.3B | $959.4M | $312.3M | 24 | 31 |
| Jul 2020 | $1.1B | $742.9M | $348.9M | 27 | 34 |
| Jun 2020 | $1.1B | $742.9M | $348.9M | 27 | 34 |
| Jun 2020 | $1.1B | $742.9M | $348.9M | 27 | 34 |
| May 2020 | $1.1B | $742.9M | $348.9M | 27 | 34 |
| May 2020 | $1.1B | $742.9M | $348.9M | 27 | 34 |
| Jan 2020 | $470M | $451.9M | $18.1M | 29 | 4 |
| Nov 2019 | $470M | $451.9M | $18.1M | 29 | 4 |
| Sep 2019 | $470M | $451.9M | $18.1M | 29 | 4 |
| Apr 2019 | $470M | $451.9M | $18.1M | 29 | 4 |
| Mar 2019 | $470M | $451.9M | $18.1M | 29 | 4 |
| Feb 2019 | $500.3M | $500.3M | $0 | 29 | 3 |
| Feb 2019 | $500.3M | $500.3M | $0 | 23 | 3 |
| Jan 2019 | $500.3M | $500.3M | $0 | 18 | 3 |
| Oct 2018 | $500.3M | $500.3M | $0 | 18 | 3 |
| Aug 2018 | $500.3M | $500.3M | $0 | 18 | 3 |
| Mar 2018 | $500.3M | $500.3M | $0 | 17 | 3 |
| Sep 2017 | $431.1M | $425.7M | $5.4M | 17 | 1,000 |
| Aug 2017 | $431.1M | $425.7M | $5.4M | 17 | 1,000 |
| Mar 2017 | $431.1M | $425.7M | $5.4M | 17 | 1,000 |
| Jan 2017 | $428.9M | $428.9M | $0 | 8 | 1,000 |
| Oct 2016 | $0 | $0 | $0 | 8 | 0 |
| Sep 2016 | $0 | $0 | $0 | 8 | 0 |
| Sep 2016 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$3B
Discretionary$2.2B
Non-Disc.$790.8M
Employees53
Clients29
DateAug 2025
Total AUM$3B
Discretionary$2.2B
Non-Disc.$790.8M
Employees53
Clients29
DateAug 2025
Total AUM$3B
Discretionary$2.2B
Non-Disc.$790.8M
Employees53
Clients29
DateMar 2025
Total AUM$3B
Discretionary$2.2B
Non-Disc.$790.8M
Employees53
Clients29
DateNov 2024
Total AUM$2.8B
Discretionary$1.6B
Non-Disc.$1.2B
Employees52
Clients34
DateNov 2024
Total AUM$2.8B
Discretionary$1.6B
Non-Disc.$1.2B
Employees52
Clients34
DateJul 2024
Total AUM$2.8B
Discretionary$1.6B
Non-Disc.$1.2B
Employees52
Clients34
DateMay 2024
Total AUM$2.8B
Discretionary$1.6B
Non-Disc.$1.2B
Employees52
Clients34
DateMar 2024
Total AUM$2.8B
Discretionary$1.6B
Non-Disc.$1.2B
Employees52
Clients34
DateJan 2024
Total AUM$2.3B
Discretionary$1.3B
Non-Disc.$1B
Employees52
Clients29
DateNov 2023
Total AUM$2.3B
Discretionary$1.3B
Non-Disc.$1B
Employees52
Clients29
DateSep 2023
Total AUM$2.3B
Discretionary$1.3B
Non-Disc.$1B
Employees52
Clients29
DateSep 2023
Total AUM$2.3B
Discretionary$1.3B
Non-Disc.$1B
Employees52
Clients29
DateSep 2023
Total AUM$2.3B
Discretionary$1.3B
Non-Disc.$1B
Employees52
Clients29
DateSep 2023
Total AUM$2.3B
Discretionary$1.3B
Non-Disc.$1B
Employees52
Clients29
DateMar 2023
Total AUM$2.3B
Discretionary$1.3B
Non-Disc.$1B
Employees52
Clients29
DateFeb 2023
Total AUM$2.3B
Discretionary$1.8B
Non-Disc.$478.3M
Employees41
Clients23
DateJan 2023
Total AUM$2.3B
Discretionary$1.8B
Non-Disc.$478.3M
Employees41
Clients23
DateJul 2022
Total AUM$2.3B
Discretionary$1.8B
Non-Disc.$478.3M
Employees41
Clients23
DateMar 2022
Total AUM$2.3B
Discretionary$1.8B
Non-Disc.$478.3M
Employees41
Clients23
DateMar 2022
Total AUM$1.3B
Discretionary$959.4M
Non-Disc.$312.3M
Employees24
Clients31
DateOct 2021
Total AUM$1.3B
Discretionary$959.4M
Non-Disc.$312.3M
Employees24
Clients31
DateSep 2021
Total AUM$1.3B
Discretionary$959.4M
Non-Disc.$312.3M
Employees24
Clients31
DateMay 2021
Total AUM$1.3B
Discretionary$959.4M
Non-Disc.$312.3M
Employees24
Clients31
DateMar 2021
Total AUM$1.3B
Discretionary$959.4M
Non-Disc.$312.3M
Employees24
Clients31
DateJul 2020
Total AUM$1.1B
Discretionary$742.9M
Non-Disc.$348.9M
Employees27
Clients34
DateJun 2020
Total AUM$1.1B
Discretionary$742.9M
Non-Disc.$348.9M
Employees27
Clients34
DateJun 2020
Total AUM$1.1B
Discretionary$742.9M
Non-Disc.$348.9M
Employees27
Clients34
DateMay 2020
Total AUM$1.1B
Discretionary$742.9M
Non-Disc.$348.9M
Employees27
Clients34
DateMay 2020
Total AUM$1.1B
Discretionary$742.9M
Non-Disc.$348.9M
Employees27
Clients34
DateJan 2020
Total AUM$470M
Discretionary$451.9M
Non-Disc.$18.1M
Employees29
Clients4
DateNov 2019
Total AUM$470M
Discretionary$451.9M
Non-Disc.$18.1M
Employees29
Clients4
DateSep 2019
Total AUM$470M
Discretionary$451.9M
Non-Disc.$18.1M
Employees29
Clients4
DateApr 2019
Total AUM$470M
Discretionary$451.9M
Non-Disc.$18.1M
Employees29
Clients4
DateMar 2019
Total AUM$470M
Discretionary$451.9M
Non-Disc.$18.1M
Employees29
Clients4
DateFeb 2019
Total AUM$500.3M
Discretionary$500.3M
Non-Disc.$0
Employees29
Clients3
DateFeb 2019
Total AUM$500.3M
Discretionary$500.3M
Non-Disc.$0
Employees23
Clients3
DateJan 2019
Total AUM$500.3M
Discretionary$500.3M
Non-Disc.$0
Employees18
Clients3
DateOct 2018
Total AUM$500.3M
Discretionary$500.3M
Non-Disc.$0
Employees18
Clients3
DateAug 2018
Total AUM$500.3M
Discretionary$500.3M
Non-Disc.$0
Employees18
Clients3
DateMar 2018
Total AUM$500.3M
Discretionary$500.3M
Non-Disc.$0
Employees17
Clients3
DateSep 2017
Total AUM$431.1M
Discretionary$425.7M
Non-Disc.$5.4M
Employees17
Clients1,000
DateAug 2017
Total AUM$431.1M
Discretionary$425.7M
Non-Disc.$5.4M
Employees17
Clients1,000
DateMar 2017
Total AUM$431.1M
Discretionary$425.7M
Non-Disc.$5.4M
Employees17
Clients1,000
DateJan 2017
Total AUM$428.9M
Discretionary$428.9M
Non-Disc.$0
Employees8
Clients1,000
DateOct 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0