Deafinvest
Firm details
- Headquarters
- Tysons, Virginia
- CRD number
- 117485
- Website
- deafinvest.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals96.14%
- Pooled Investment Vehicles3.21%
- Charitable Organizations0.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesEducational Seminars / Workshops
Firm profile
FINTRXOverview
Deafinvest is an independently owned limited liability company operating as an independent registered investment adviser. The firm serves both individual and family clients as well as institutional accounts. Its advisory services include comprehensive financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, management for pooled investment vehicles, and investor education through seminars and workshops. Deafinvest charges a mix of fees — percentage of AUM, hourly fees, and fixed fees — and lists an accountant among its industry affiliations. FINTRX flags the firm as not being an ESG‑active adviser, not a multistate adviser, and not a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities55%
- Exchange Traded Equities30%
- Cash & Cash Equivalents15%
Contacts
1 of 1
Charles Sterling
AdvisorCRD 5535903
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tysons, VA
Fairfax
Location
Tysons, VA
Headquartered in Tysons, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 1775 Tysons Blvd
- Time zone
- ET (UTC-5)
- Office locations
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