BETHESDA FINANCIAL ADVISORS, LLC

BETHESDA FINANCIAL ADVISORS, LLC of BETHESDA, MD is an SEC-registered investment adviser (CRD 170715). Regulatory assets under management: $84.3M.

Registration

• CRD: 170715
• Type: Registered investment adviser
• Location: 8120 WOODMONT AVENUE SUITE 830, BETHESDA, MD, 20814
• Phone: 301-656-5600
• Latest filing: 2026-02-20
• Regulatory AUM: $84.3M
• Discretionary AUM: $84.3M
• Clients: 2
• Accounts: 211

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170715 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search