Wealth manager, independent · Virginia Beach, VA
Financial Security Advisory Inc
SEC-registered investment adviser · CRD 110746 · SEC 801-54496
At a glance
Financial Security Advisory Inc is an SEC-registered investment adviser based in Virginia Beach, Virginia, with $1.9B in regulatory assets under management as of its Form ADV filed September 4, 2026. It reports 3,099 individual clients, 459 of them high-net-worth, holding an average of about $0.6 million each, and 37 employees. That ranks it 574th among the nation’s 5,657 independent wealth management RIAs and 13th of 151 in Virginia.
Up $203M from $1.7B in its previous filing; rank 630 → 574. This month’s movers →
Main office 757-431-1414gofsg.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.9B
- Rank among independent wealth managers
- #574 of 5,657
- Rank among all SEC RIAs
- #3,693 of 17,210
- Rank in Virginia
- #13 of 151
- Individual clients
- 3,099
- High-net-worth clients
- 459
- Accounts
- 3,393
- Discretionary
- 100% of AUM
- Employees
- 37
- Advisory staff
- 37
- Offices
- 6
Owners and executives on its Form ADV
- John T. OrlandoPresident
- Richard D. WoodallExecutive Vice President
- Charles F. JenksSenior Vice President
- Reginald C. CorinaldiTreasurer
- Archie R. MegginsonSecretary
- Kristy DeJarnetteChief Operations Officer
- Kelly P. TaylorChief Compliance Officer
Custody and brokerage
Custodian
Financial Security Advisory Inc’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Financial Security Advisory Inc is a hybrid RIA: 32 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Financial Security Management, Incorporated.
- Financial Security Management, Incorporated ↗CRD 43000
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, August 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 459 | $1.0B | 54% |
| Individuals | 2,640 | $782M | 40% |
| Pension and profit sharing plans | 243 | $108M | 6% |
| Corporations or other businesses | 38 | $11M | <1% |
| Charitable organizations | 13 | $3M | <1% |
Disciplinary disclosures
Financial Security Advisory Inc reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Hourly charges
Form ADV and brochures on the SEC’s adviser search ↗gofsg.com ↗
AtlasMembers
The full record on Financial Security Advisory Inc
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,032 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Virginia
All of Virginia →| Firm | Regulatory AUM | Clients |
|---|---|---|
| West Financial Services, Inc.McLean | $2.8B | 940 |
| Rembert Pendleton JacksonVienna | $2.7B | 1,434 |
| Glassman Wealth Services, LLCVienna | $2.6B | 359 |
| Kanawha Capital Management, LLCRichmond | $1.8B | 560 |
| Azzad Asset Management, Inc.Falls Church | $1.8B | 1,494 |
| The Hoerner Planning Group, LLCMiddleburg | $1.7B | 365 |
Background
Questions
How much does Financial Security Advisory Inc manage?
Financial Security Advisory Inc reports $1.9B in regulatory assets under management across 3,393 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 4, 2026.
How many clients does Financial Security Advisory Inc have?
It reports 3,099 individual clients: 459 high-net-worth individuals and 2,640 other individuals. Individuals account for about 94% of its regulatory assets.
Where is Financial Security Advisory Inc headquartered?
Its main office is in Virginia Beach, Virginia. It reports 6 offices in total and 37 employees, 37 of whom perform investment advisory functions.
How does Financial Security Advisory Inc charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
Is Financial Security Advisory Inc a hybrid RIA with a broker-dealer?
Financial Security Advisory Inc is a hybrid RIA: 32 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Financial Security Management, Incorporated. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Financial Security Advisory Inc a fiduciary?
As an SEC-registered investment adviser, Financial Security Advisory Inc owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 32 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Financial Security Advisory Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-04), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →