SEC Form ADV · CIK 1800465

XML FINANCIAL GROUP

Registered Investment AdviserMD
$3.3B
Assets Under Management
5,987
Total Clients
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Registration Details

CIK
1800465
Accession
CRD-284987
Location
BETHESDA, MD
Filing Date
March 27, 2026
AUM
$3.3B
Total Clients
5,987
Amendment
No

About this Adviser

XML FINANCIAL GROUP is a registered investment adviser headquartered in BETHESDA, MD, managing approximately $3.3B in assets across 5,987 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.