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.

AMJ Financial Wealth Management LLC is a registered investment advisor based in Leesburg, Virginia, offering a wrap fee program that covers advisory services, trade execution, custody, and other brokerage services. The firm manages accounts on a discretionary basis and charges asset-based advisory fees ranging from 0.90% to 1.65% based on the total assets under management. Clients can participate in the Strategic Asset Allocation Strategy or the Dynamic Asset Allocation Strategy, with fees negotiable based on client needs and complexity. The firm primarily serves individuals, high-net-worth individuals, trusts, estates, pension/profit sharing plans, institutions, and charitable organizations, with a minimum account size requirement of $250,000. AMJ does not charge higher advisory fees based on trading activity and aims to act in the client's best interest at all times. Investment strategies include long-term trading, short-term trading, margin transactions, and options writing, with methods of analysis encompassing macro-economic, fundamental, and quantitative evaluation processes. AMJ provides detailed information on the risks involved in investing, including interest-rate risk, market risk, management risk, inflation risk, and more. The firm also discloses its Code of Ethics, proxy voting policies, and potential conflicts of interest related to compensation for client referrals. Clients receive regular account reviews and statements, ensuring transparency and accountability in the advisory relationship. AMJ has not faced bankruptcy petitions in the last ten years and maintains financial stability to meet contractual commitments to clients.