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Toth Financial Advisory Corp

● SEC registered since 1986CRD 104952SEC# 801-27662Leesburg, VA
Export (members)
Ranks #2,670 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.02B
Fund GAV
$37.9M
Private funds
1
Employees
18
Accounts
2,190
Location
Leesburg, VA

Toth Financial Advisory Corp assets under management

Toth Financial Advisory Corp is an SEC-registered investment adviser based in Leesburg, VA. The firm has been registered since 1986. It reports $1 billion in regulatory assets under management and employs 18 people. Toth Financial Advisory Corp manages 1 private fund with combined gross assets of $37.9 million, including Toth Growth & Income Fund, LP. By regulatory assets, it ranks 2,670 of 5,911 private fund managers.

Toth Financial Advisory Corp private funds

1 funds · $37.9M GAV
FundTypeGross assetsMin.
Toth Growth & Income Fund, LPHedge$37.9M$1M

Toth Financial Advisory Corp owners & executives

5 reported
NameTitleOwnershipSince
Kenneth Jackson Bowen ControlChief Executive Officer25-50%2013
Kevin William ArbogastChief Investment Officer10-25%2020
Thomas Albert Bowman ControlChief Compliance Officer25-50%2010
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Frequently asked questions

How much does Toth Financial Advisory Corp manage?

Toth Financial Advisory Corp reports $1 billion in regulatory assets under management on its Form ADV.

How many private funds does Toth Financial Advisory Corp manage?

Toth Financial Advisory Corp manages 1 private funds with combined gross assets of $37.9 million.

How many employees does Toth Financial Advisory Corp have?

Toth Financial Advisory Corp reports 18 employees.

Where is Toth Financial Advisory Corp located?

Toth Financial Advisory Corp is based in Leesburg, VA and has been SEC-registered since 1986.

Does Toth Financial Advisory Corp disclose fund performance?

Toth Financial Advisory Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address608 South King Street, Suite 300, Leesburg, VA 20175
Phone703-443-8684
Fax703-669-4577
Office hours9:00 a.m. To 4:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK866780
Discloses disciplinary historyNo

Assets under management

Discretionary$979.1M
Non-discretionary$36.7M
Total (RAUM)$1.02B

Service providers