GROOM FINANCIAL ADVISORY

GROOM FINANCIAL ADVISORY is an SEC-registered investment adviser (CRD 129076). Regulatory assets under management: $97.5M.

Registration

• CRD: 129076
• Type: Registered investment adviser
• Phone: (757) 689-8866
• Latest filing: 2026-02-25
• Regulatory AUM: $97.5M
• Discretionary AUM: $93.5M
• Non-discretionary AUM: $4.0M
• Clients: 1
• Accounts: 202

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129076 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search