Deafinvest

RIASEC Registered
Total AUM
$14M
Discretionary
$9.2M
65% of AUM
Avg account
$206K
Accounts
68
Employees
1
Advisory reps
1

Firm details

Headquarters
Tysons, Virginia
CRD number
117485
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 55%, Exchange Traded Equities 30%, Cash & Cash Equivalents 15%55%
  • Non-Exchange Traded Equities55%
  • Exchange Traded Equities30%
  • Cash & Cash Equivalents15%

Contacts

1 of 1
  • Charles Sterling

    Charles Sterling

    AdvisorCRD 5535903

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth