Financial Security Advisory provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 3,500 clients last fiscal year.
Financial Security Advisory reports 3,393 clients. They include 2,640 individual clients, 459 high-net-worth individuals, and 243 pension and profit-sharing plans. Of its assets, 100.0% ($1.95B across 3,393 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 78% | 40% |
| High-net-worth individuals | 14% | 54% |
| Pension and profit-sharing plans | 7% | 6% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 2,640 | $782M | 40.2% | $296K |
| High-net-worth individuals | 459 | $1.04B | 53.6% | $2.27M |
| Pension and profit-sharing plans | 243 | $108M | 5.5% | $444K |
| Charitable organizations | 13 | $2.66M | 0.1% | $205K |
| Corporations and other businesses | 38 | $11.4M | 0.6% | $300K |
| Total | 3,393 | $1.95B | 100% | $574K |
- Clients
- 2,640
- Regulatory AUM
- $782M
- AUM share
- 40.2%
- Avg. per client
- $296K
- Clients
- 459
- Regulatory AUM
- $1.04B
- AUM share
- 53.6%
- Avg. per client
- $2.27M
- Clients
- 243
- Regulatory AUM
- $108M
- AUM share
- 5.5%
- Avg. per client
- $444K
- Clients
- 13
- Regulatory AUM
- $2.66M
- AUM share
- 0.1%
- Avg. per client
- $205K
- Clients
- 38
- Regulatory AUM
- $11.4M
- AUM share
- 0.6%
- Avg. per client
- $300K
Total
- Clients
- 3,393
- Regulatory AUM
- $1.95B
- AUM share
- 100%
- Avg. per client
- $574K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 3500
Financial Security Advisory charges 0.65%–1.50% a year for its MAP; its fees and minimums are set out in its brochures on the SEC website.
Financial Security Companies, LLC owns 75% or more of Financial Security Advisory. The leadership team of Financial Security Advisory includes President Charles Jenks and Chief Compliance Officer Kelly Taylor. It has 37 employees.
Staff
- 37 employees
- 37 in advisory functions
- 28 state-registered reps
- 32 broker-dealer reps
- 27 insurance agents
- Owns 75% or more of Financial Security Advisory Inc
Financial Security Companies, LLC
since December 2003
John Orlando
Partner · Control person · since December 2003
Reginald Corinaldi
Partner · Control person · since December 2003
Charles Jenks
Partner · Control person · since December 2003
Archie Megginson
Partner · Control person · since December 2003
Richard Woodall
Partner · Control person · since December 2003
Financial Security Advisory’s regulatory assets grew 2.1× from $946M (September 2020) to $1.95B (September 2026); clients rose from 2,070 to 3,393 and employees from 29 to 37.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $1.95B | 3,393 | 37 | 6 |
| Mar 2026March 2026 | $1.74B | 3,141 | 43 | 6 |
| Sep 2024September 2024 | $1.57B | 2,904 | 41 | 6 |
| Jul 2023July 2023 | $1.12B | 2,235 | 32 | 7 |
| Oct 2021October 2021 | $1.21B | 2,253 | 29 | 6 |
| Sep 2020September 2020 | $946M | 2,070 | 29 | 6 |
Besides its headquarters, Financial Security Advisory has 5 offices, with 6 listed addresses across 3 states.
Virginia · 4 listed addresses
- 477 Viking Drive, Suite 305, Virginia BeachHQ
- 12350 Jefferson Avenue, Newport News
- 11801 Cannon BLVD, Newport News
- 2940 N. Lynnhaven Road, Virginia Beach
Florida · 1 listed address
- 1 South Coastal Way, Jupiter
North Carolina · 1 listed address
- 824 Gum Branch Road, Jacksonville
Contact and registration details
- Legal name
- Financial Security Advisory Inc
- Headquarters
- 477 Viking Drive, Suite 305, Virginia Beach, VA 23452
- Website
- gofsg.com
- Phone
- 757-431-1414
- @financialsecuritygroup
- SEC file
- 801-54496
- Structure
- Virginia corporation
- Fiscal year end
- June
Financial Security Advisory does not have custody of client assets.
At year end, Financial Security Advisory’s separately managed accounts were mostly in funds (70%) and stocks (26%).
What the accounts hold
- Stocks26%
- Funds70%
- Bonds1%
- Cash3%
How many clients does Financial Security Advisory have?
Financial Security Advisory has 3,393 clients and manages $1.95 billion for them, as of September 2026. They include 2,640 individual clients, 459 high-net-worth individuals, and 243 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 September 2026
What services does Financial Security Advisory offer?
Financial Security Advisory provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Financial Security Advisory charge?
Financial Security Advisory charges 0.65%–1.50% a year for its MAP.
Source: FINANCIAL SECURITY ADVISORY, INC. PART IIA BROCHURE 09.03.26, filed 4 September 2026
How many financial advisors does Financial Security Advisory have?
Financial Security Advisory has 28 investment adviser representatives registered with state securities authorities, out of 37 employees, and 37 perform investment advisory functions. 32 employees are registered representatives of a broker-dealer and 27 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Financial Security Advisory invest in?
At the end of its last fiscal year, Financial Security Advisory’s separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 26% exchange-traded equities, 3% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Financial Security Advisory?
Financial Security Advisory’s direct owner is Financial Security Companies, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 September 2026
How does Financial Security Advisory get paid?
Financial Security Advisory is paid through a percentage of assets under management and hourly charges. 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
How do I contact Financial Security Advisory?
Financial Security Advisory’s main office is at 477 Viking Drive, Suite 305, Virginia Beach, VA 23452. Its phone number is 757-431-1414. Its website is gofsg.com.