Chief Investment Officer · Toth Financial Advisory Corp
Kevin W. Arbogast
CRD 5923871 · Named on Form ADV at one SEC-registered adviser
At a glance
Toth Financial Advisory Corp, an SEC-registered wealth manager based in Leesburg, VA with $1.2 billion in regulatory assets, lists Kevin W. Arbogast on its Form ADV as Chief Investment Officer.
Firms and roles
- Toth Financial Advisory CorpChief Investment OfficerWealth manager · Leesburg, VA · $1.2B in regulatory assets
AtlasMembers
Kevin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kevin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Thomas A. TothChairman of the Board of Directors, Toth Financial Advisory Corp
- Thomas A. BowmanPresident, Toth Financial Advisory Corp
- Kenneth J. BowenChief Executive Officer, Toth Financial Advisory Corp
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kevin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.