Wealth Manager
    SEC Registered
    Manages Private Funds

    Xml Financial Group

    Registered investment advisor · Bethesda, Maryland · CRD #284987

    Assets Under Management
    $3.3B
    Client Accounts
    5,987
    Employees
    54
    CRD Number
    284987
    Registration
    SEC Registered
    Custodian
    Wells Fargo Clearing Services, Llc, National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Xml Financial Group

    XML Financial Group is an independent wealth and investment management firm founded in 2016, managing approximately $4 billion in client assets, with offices in Maryland and Virginia. It offers services to high-net-worth individuals and families.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Xml Financial Group

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    Frequently Asked Questions

    What is Xml Financial Group's AUM?

    Xml Financial Group reports approximately $3.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Xml Financial Group headquartered?

    Xml Financial Group is headquartered in Bethesda, Maryland.

    What is Xml Financial Group's CRD number?

    Xml Financial Group's CRD number is 284987. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Xml Financial Group manage?

    Xml Financial Group manages approximately 5,987 client accounts according to its latest SEC filing.

    Is Xml Financial Group SEC registered?

    Yes, Xml Financial Group is registered with the SEC as an investment adviser with an approved registration status.

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