SEC Form ADV · CIK 1800465

XML FINANCIAL GROUP

Registered Investment AdviserMD
$3.3B
Assets Under Management
30
Total Clients
54
Employees
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Registration Details

CIK
1800465
Accession
crd-284987
Location
BETHESDA, MD
Filing Date
June 2, 2026
AUM
$3.3B
Total Clients
30
Institutional Clients
35
Employees
54
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

XML FINANCIAL GROUP is a registered investment adviser headquartered in BETHESDA, MD, managing approximately $3.3B in assets across 30 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.