Data / Investment advisers / Virginia / First Georgetown Securities, Inc
First Georgetown Securities, Inc, Alexandria, VA: $116 million AUM, SEC registered investment adviser
First Georgetown Securities, Inc is an SEC registered investment adviser with its main office in Alexandria, Virginia and reports $116 million in regulatory assets under management in its Form ADV filed October 21, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 5871
- SEC file number
- 801-136757
- SEC status
- Approved, effective August 5, 2026
- Legal name
- First Georgetown Securities, Inc.
- Main office
- 1700 Diagonal Rd. Suite 200, Alexandria, VA 22314
- Phone
- (703) 519-7700
- Website
- firstgeorgetown.com
- Regulatory AUM
- $115,737,800 in the Form ADV filed October 21, 2026
- Discretionary AUM
- $115,737,800
- Accounts
- 123
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions, civil court actions
- Latest Form ADV filing
- October 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 100 | $75.2 million |
| Individuals (other than high net worth individuals) | 23 | $40.5 million |
Other advisers in Alexandria
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Rockbridge Asset Management, LLC | Alexandria | $218 million | 2 | adviserinfo.sec.gov |
| McGinn Penninger Investment Management Inc. | Alexandria | $204.4 million | Not listed | adviserinfo.sec.gov |
| 8th Street Investments, LLC | Alexandria | $166.9 million | Not listed | adviserinfo.sec.gov |
| Piedmont Wealth Management | Alexandria | $156.1 million | Not listed | adviserinfo.sec.gov |
| Portfolio Advisory Group, Inc. | Alexandria | $115.8 million | Not listed | adviserinfo.sec.gov |
| Evolutionary Tree Capital Management, LLC | Alexandria | $91.7 million | Not listed | adviserinfo.sec.gov |
| Union Street Partners LLC | Alexandria | $86.3 million | Not listed | adviserinfo.sec.gov |
| Qed Investors, LLC | Alexandria | Not listed | 34 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Alexandria, VA
- Investment advisers in Virginia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- First Georgetown Securities, Inc on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.