# BETHESDA FINANCIAL ADVISORS, LLC

BETHESDA FINANCIAL ADVISORS, LLC of BETHESDA, MD is an SEC-registered investment adviser.

## Registration

- CRD: 170715
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170715/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170715/similar
- Related entities: https://search.stillhousedata.com/firm/170715/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170715

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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.