TOTH FINANCIAL ADVISORY CORP

Overview

Toth Financial Advisory Corp operates as an owner-managed registered adviser with a hedge-fund orientation. The firm manages both individual and institutional relationships and runs discretionary portfolio management for individual/small business accounts as well as for pooled investment vehicles. Their stated fee setup combines a percentage-of-assets model with performance-based fees, consistent with an adviser that also sponsors private pooled strategies. Equities are the center of the investment program: the firm’s ADV identifies a clear preference for exchange-traded equities, and its public filings show a large allocation to both individual stocks and ETFs. Toth Financial Advisory Corp is not positioned as an ESG-focused manager and does not present itself as a multi-state adviser. The firm also maintains an insurance-company industry affiliation, and it engages in pooled vehicle management alongside separately managed equity sleeves.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices