MIDDLETON ADVISORY

MIDDLETON ADVISORY of BETHESDA, MD is an SEC-registered investment adviser (CRD 155334). Regulatory assets under management: $26.8M.

Registration

• CRD: 155334
• Type: Registered investment adviser
• Location: 3 BETHESDA METRO CENTER, BETHESDA, MD, 20814
• Phone: 202-503-4015
• Latest filing: 2026-05-29
• Regulatory AUM: $26.8M
• Discretionary AUM: $26.8M
• Clients: 1
• Accounts: 51

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155334 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search