Toth Financial Advisory Corp

Toth Financial Advisory Corporation, established in 1986, offers customized investment management services to institutional and individual clients. The firm, registered as an investment adviser, manages approximately $1,016,000,000 for 633 clients as of December 31, 2024. Toth Financial primarily invests client assets in large-cap US companies with a focus on growth and income. Clients can impose reasonable restrictions on account management, and all accounts are maintained with an independent custodian. The firm charges a tiered fee structure based on assets under management, starting at 1.30% per annum for amounts up to $1,000,000. Toth Financial also serves as the General Partner to the Toth Growth & Income Fund, LP, offering investment advice directly to the Fund. The firm's investment strategy focuses on selecting investments suitable for different economic phases and client risk tolerance levels. Toth Financial acts as a fiduciary and provides investment discretion to clients, allowing them to invest, sell, and reinvest without prior confirmation. The firm's portfolio managers use fundamental analysis for stock selection and consider various factors for mutual funds, ETFs, and limited partnerships. Clients are primarily high-net-worth individuals, trusts, and legal entities, with a minimum account requirement of $1,000,000. The firm also discloses its fee structure, disciplinary information, and other financial industry activities in its brochure.