A complete list of active advisors currently associated with Toth Financial Advisory Corp

Warmer can help you find a great advisor at Toth Financial Advisory Corp or one who fits your needs even better.

Toth Financial Advisory provides discretionary portfolio management and related advisory services to high‑net‑worth individuals, trusts and estates, pension and profit‑sharing plans, and other legal entities, and also offers advisory services to a private pooled investment vehicle. The firm manages over $1 billion in client assets and provides both individual account management and services for employer‑sponsored and held‑away accounts through third‑party platforms. Its investment approach emphasizes fundamental analysis and a buy‑and‑hold orientation, with client portfolios typically concentrated in common stocks of U.S. companies that have demonstrated earnings and revenue growth; portfolio supervision is guided by client objectives and periodic performance reporting. The firm also adjusts the mix of stocks, bonds, and other instruments based on its assessment of the U.S. economy and employs a range of tools — including leveraged ETFs, margin, options, and short sales — that can increase risk relative to more conservative wealth managers. What distinguishes the firm from most peers is that it serves as the general partner and investment manager to a private fund and charges performance‑based compensation for that pooled vehicle, a combination that is uncommon among similar team firms and which the firm notes can create potential conflicts of interest it manages through internal procedures. The firm’s investment team includes multiple portfolio managers with prior military and operational backgrounds and a range of professional licenses and advanced degrees, reflecting an organizational profile that differs from many single‑advisor or purely retail‑focused teams.

To learn more about the advisors currently working at Toth Financial Advisory Corp, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.