Data / Investment advisers / Ohio / Westminster Financial Advisory Corp
Westminster Financial Advisory Corp, Beavercreek, OH: $1.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Westminster Financial Advisory Corp is an SEC registered investment adviser with its main office in Beavercreek, Ohio and reports $1.4 billion in regulatory assets under management in its Form ADV filed October 20, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, fixed fees and commissions.
The request: Watch Westminster Financial Advisory Corp (CRD number 110283): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 110283
- SEC file number
- 801-29690
- SEC status
- Approved, effective June 15, 1987
- Main office
- 50 Chestnut Street Suite A-400, Beavercreek, OH 45440
- Phone
- (937) 898-5010
- Website
- westminsterfinanical.com
- Regulatory AUM
- $1,361,688,522 in the Form ADV filed October 20, 2026
- Discretionary AUM
- $1,361,688,522
- Accounts
- 3,337
- Employees
- 43, of which 41 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, commissions
- Other offices
- 20
- Form ADV Item 11 disclosures
- Reported: self-regulatory organization actions
- Latest Form ADV filing
- October 20, 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 | 306 | $798.9 million |
| Individuals (other than high net worth individuals) | 1,629 | $420.3 million |
| Corporations or other businesses | 22 | $103.2 million |
| Pension and profit sharing plans | 72 | $39.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.36 billion | March 30, 2026 |
| December 1, 2025 | $1.22 billion | October 30, 2025 |
Other advisers in Ohio
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Antolino Wealth Advisors | Columbus | $1.42 billion | Not listed | adviserinfo.sec.gov |
| Souders Financial Advisors, LLC | Cincinnati | $1.41 billion | Not listed | adviserinfo.sec.gov |
| Ellsworth Advisors, LLC | Hudson | $1.41 billion | 9 | adviserinfo.sec.gov |
| Journey Wealth Management | Cleveland | $1.39 billion | Not listed | adviserinfo.sec.gov |
| Capital Advisors, LTD., LLC | Shaker Heights | $1.37 billion | Not listed | adviserinfo.sec.gov |
| McDonald Partners LLC | Cleveland | $1.28 billion | 4 | adviserinfo.sec.gov |
| Wealth Dimensions Group, LTD. | Cincinnati | $1.24 billion | Not listed | adviserinfo.sec.gov |
| HCM Wealth Advisors | Cincinnati | $1.23 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Ohio
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Westminster Financial Advisory Corp on the SEC's adviser search
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.