Xml Financial, LLC

● SEC registered since 2016CRD 284987SEC# 801-108376Bethesda, MD

Export (members)

Reg. AUM

$2.99B

Employees

Accounts

6,044

Location

Bethesda, MD

Xml Financial, LLC assets under management

Xml Financial, LLC is a registered investment adviser overseen by the SEC based in Bethesda, MD. The firm has been registered since 2016. It reports $3 billion in regulatory assets under management and employs 53 people.

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Xml Financial, LLC owners & executives

19 reported

Name	Title	Ownership	Since
Alexandra Kantarski	Member	Under 5%	2025
Brett Shane Bernstein Control	Chief Executive Officer	Under 5%	2019
Curtis Jeffrey Congdon Control	President	Under 5%	2019
████████████	████████████	████████████	$•••

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Frequently asked questions

How much does Xml Financial, LLC manage?

Xml Financial, LLC reports $3 billion in regulatory assets under management on its Form ADV.

How many employees does Xml Financial, LLC have?

Xml Financial, LLC reports 53 employees.

Where is Xml Financial, LLC located?

Xml Financial, LLC is based in Bethesda, MD and has been SEC-registered since 2016.

Does Xml Financial, LLC disclose fund performance?

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

Contact & registration

Address	6901 Rockledge Drive, Suite 730, Bethesda, MD 20817
Phone	(301) 770-5234
Fax	(301) 770-4929
Office hours	9:00a.m. - 5:00p.m.
SEC region	Philadelphia Regional Office (PLRO)
CIK	1800465
Discloses disciplinary history	No

Assets under management

Discretionary	$2.2B
Non-discretionary	$790.8M
Total (RAUM)	$2.99B