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Westminster Financial Advisory Corp

● SEC registered since 1987CRD 110283SEC# 801-29690Beavercreek, OH
Export (members)
Reg. AUM
$1.22B
Employees
46
Accounts
3,255
Location
Beavercreek, OH

Westminster Financial Advisory Corp assets under management

Westminster Financial Advisory Corp is a registered investment adviser overseen by the SEC based in Beavercreek, OH. The firm has been registered since 1987. It reports $1.2 billion in regulatory assets under management and employs 46 people.
www.westminsterfinanical.comView on SEC.gov ↗

Westminster Financial Advisory Corp owners & executives

5 reported
NameTitleOwnershipSince
Jessica Marie Trunck ControlChief Compliance OfficerUnder 5%2014
Lawrence Miles Brazie ControlCeoUnder 5%2001
Morgan Phillip Brazie ControlPresidentUnder 5%2021
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Frequently asked questions

How much does Westminster Financial Advisory Corp manage?

Westminster Financial Advisory Corp reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Westminster Financial Advisory Corp have?

Westminster Financial Advisory Corp reports 46 employees.

Where is Westminster Financial Advisory Corp located?

Westminster Financial Advisory Corp is based in Beavercreek, OH and has been SEC-registered since 1987.

Does Westminster Financial Advisory Corp disclose fund performance?

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

Contact & registration

Address50 Chestnut Street, Suite A-400, Beavercreek, OH 45440
Phone937-898-5010
Fax937-898-0119
Office hours8a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$1.22B
Non-discretionary$0
Total (RAUM)$1.22B