# WESTMINSTER FINANCIAL ADVISORY CORP

WESTMINSTER FINANCIAL ADVISORY CORP of BEAVERCREEK, OH is an SEC-registered investment adviser.

## Registration

- CRD: 110283
- Type: SEC-registered investment adviser
- SEC file number: 801-29690
- Location: 50 CHESTNUT STREET, BEAVERCREEK, OH, 45440
- Phone: 937-898-5010
- Latest filing: 2026-03-30
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Clients: 43
- Accounts: 3,337

## Business model

- Compensation: % of AUM, Fixed, Commissions
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| lawrence miles brazie | CEO; SHAREHOLDER/CEO | vandalia, OH |
| Jessica Marie Trunck | CHIEF COMPLIANCE OFFICER | — |
| Morgan Phillip Brazie | PRESIDENT | — |
| BRAZIE LAWRENCE MILES | CEO; SHAREHOLDER/CEO | — |
| BRODERICK CHRISTOPHER JOHN | COO | — |
| ROTH PATRICK DANIEL | CHIEF COMPLIANCE OFFICER | — |
| LORIN ERIK ROBERT | CHIEF COMPLIANCE OFFICER | — |
| SHULL LAWRENCE EDWARD | CHIEF COMPLIANCE OFFICER | — |
| BRAZIE STUART CHARLES | EXECUTIVE OFFICER | — |
| VAN JURA BRIAN LOUIS | EXECUTIVE OFFICER | — |
| BRAZIE LAWRENCE DUANE | SHAREHOLDER | — |
| TRUNCK JESSICA MARIE | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Branch offices (33)

_Showing 15 of 33 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| DAYTON | OH | 4 | 9374399292 |
| DAYTON | OH | 4 | 9374399292 |
| WEST HARTFORD | CT | 3 | 8607061101 |
| ELKINS | WV | 2 | 304-636-3557 |
| ANDOVER | MA | 2 | 978-409-1423 |
| SUN CITY | AZ | 2 | 6239741188 |
| FRANKLIN | TN | 2 | 6157948881 |
| WESTLAKE | OH | 2 | 440-414-3441 |
| FRANKLIN | TN | 2 | 6157948881 |
| WESTLAKE | OH | 2 | 440-414-3441 |
| — | — | 1 | 9378985010 |
| — | — | 1 | 262-352-0885 |
| — | — | 1 | 937-665-0106 |
| MEDINA | OH | 1 | 330-952-0748 |
| SPRING HILL | TN | 1 | 615-794-8881 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110283/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110283/similar
- Related entities: https://search.stillhousedata.com/firm/110283/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110283

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.