Westminster Financial Advisory Corp
Beavercreek, OH·SEC-registered · CRD #110283
Westminster Financial Advisory Corp is an SEC-registered investment advisory firm in Beavercreek, OH managing $1.4B across 3.3k client accounts, with 41 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.4B
Client accounts
3.3k
Advisory staff
41
Fee model
Fee-based
How Westminster Financial Advisory Corp is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Westminster Financial Advisory Corp
How much does Westminster Financial Advisory Corp manage?
Per its most recent SEC Form ADV filing (03/30/2026), Westminster Financial Advisory Corp reports $1.4B in regulatory assets under management across roughly 3.3k client accounts.
How does Westminster Financial Advisory Corp charge?
Westminster Financial Advisory Corp is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Westminster Financial Advisory Corp a fiduciary?
Yes. Westminster Financial Advisory Corp is registered with the U.S. Securities and Exchange Commission (CRD #110283), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Westminster Financial Advisory Corp taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Westminster Financial Advisory Corp and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Beavercreek, OH
Profile compiled from Westminster Financial Advisory Corp's public SEC Form ADV filing (CRD #110283, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Westminster Financial Advisory Corp. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Westminster Financial Advisory Corp? Claim this profile.