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They include 335 high-net-worth individuals, 312 individual clients, and 5 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Toth Financial Advisory offer?","answer":"Toth Financial Advisory provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, insurance, and retirement plan services.","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":"How much does Toth Financial Advisory charge?","answer":"Toth Financial Advisory charges 0.40%–1.30% a year for its Portfolio Management Using Individual Stocks. The fee is billed in advance and is negotiable.","source":"TFAC FORM ADV PART 2A AND 2B MARCH 2024, filed 10 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Toth Financial Advisory use?","answer":"Toth Financial Advisory’s separately managed account assets are held at Charles Schwab & Co, Inc. (Orlando, FL), with $696M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Toth Financial Advisory have?","answer":"Toth Financial Advisory has 0 investment adviser representatives registered with state securities authorities, out of 18 employees, and 10 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Toth Financial Advisory invest in?","answer":"At the end of its last fiscal year, Toth Financial Advisory’s separately managed accounts held 90% exchange-traded equities, 6% cash and equivalents, 3% other and 1% state and local bonds. The 3% other category is described as: Annuities, Insurance, Oil and Gas. It advises 1 private fund.","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 Toth Financial Advisory?","answer":"Toth Financial Advisory’s direct owners are Thomas Toth, Thomas Bowman, Kenneth Bowen and Kevin Arbogast, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Toth Financial Advisory get paid?","answer":"Toth Financial Advisory is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions 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":"Is Toth Financial Advisory registered with the SEC?","answer":"Yes, Toth Financial Advisory has been registered with the SEC as an investment adviser since 21 August 1986. Its CRD number is 104952 and its SEC file number is 801-27662.","source":"Form ADV Part 1A, Item 1, filed 10 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Toth Financial Advisory?","answer":"Toth Financial Advisory’s main office is at 608 South King Street, Suite 300, Leesburg, VA 20175. Its phone number is 703-443-8684. 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