Toth Financial Advisory Corp

Overview

Toth Financial Advisory Corp is an SEC-registered advisory corporation that has operated since the mid-1980s and is owned by an individual principal. The firm is classified in FINTRX as a hedge fund and mixes traditional advisory work with pooled-vehicle management: it provides portfolio management for individuals and small businesses as well as for pooled investment vehicles. Its client base spans individual and family clients and institutional accounts. Compensation arrangements include both a percentage-of-assets component and performance-based fees, consistent with a hedge-fund-style orientation. The firm does not market itself as an ESG investor and does not appear to operate as a multi-state adviser. Toth maintains an industry affiliation with an insurance company, which may influence product use and distribution, and it reports advisory activity across both discretionary and limited non-discretionary mandates.

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Public Holdings

Investments & Alternatives