XENITH FINANCIAL ADVISORY SERVICES, LLC

XENITH FINANCIAL ADVISORY SERVICES, LLC is an SEC-registered investment adviser (CRD 296479). Regulatory assets under management: $21.0M.

Registration

• CRD: 296479
• Type: Registered investment adviser
• Phone: 817-282-7777
• Latest filing: 2026-04-02
• Regulatory AUM: $21.0M
• Discretionary AUM: $21.0M
• Clients: 3
• Accounts: 143

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 296479 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search