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They include 227 high-net-worth individuals and 64 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does D'Orazio & Associates offer?","answer":"D'Orazio & Associates provides financial planning, portfolio management for individuals and small businesses, divorce planning, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does D'Orazio & Associates use?","answer":"D'Orazio & Associates’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $954M and National Financial Services LLC (Omaha, NE), with $434M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does D'Orazio & Associates have?","answer":"D'Orazio & Associates has 7 investment adviser representatives registered with state securities authorities, out of 11 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does D'Orazio & Associates invest in?","answer":"At the end of its last fiscal year, D'Orazio & Associates’ separately managed accounts held 65% registered funds (mutual funds, ETFs, BDCs), 24% exchange-traded equities, 4% state and local bonds, 4% cash and equivalents, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns D'Orazio & Associates?","answer":"D'Orazio & Associates’ direct owners are Jeremy Meek, David Trenner, Andrew Eskelsen and the Jayde Trust, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does D'Orazio & Associates get paid?","answer":"D'Orazio & Associates is paid through fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact D'Orazio & Associates?","answer":"D'Orazio & Associates’ main office is at 8614 Westwood Center Drive, Suite 310, Vienna, VA 22182. Its phone number is 703-269-3100. 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