Xml Financial Group
Bethesda, MD·SEC-registered · CRD #284987
Xml Financial Group is an SEC-registered investment advisory firm in Bethesda, MD managing $3.3B across 7.3k client accounts, with 26 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.3B
Client accounts
7.3k
Advisory staff
26
Fee model
Fee-based
How Xml Financial Group 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 Xml Financial Group
How much does Xml Financial Group manage?
Per its most recent SEC Form ADV filing (06/02/2026), Xml Financial Group reports $3.3B in regulatory assets under management across roughly 7.3k client accounts.
How does Xml Financial Group charge?
Xml Financial Group is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Xml Financial Group a fiduciary?
Yes. Xml Financial Group is registered with the U.S. Securities and Exchange Commission (CRD #284987), 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 Xml Financial Group 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 Xml Financial Group and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Xml Financial Group's public SEC Form ADV filing (CRD #284987, filed 06/02/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Xml Financial Group. 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 Xml Financial Group? Claim this profile.