# Financial Advisors of Virginia

Financial Advisors of Virginia is a RIA based in Virginia Beach, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Virginia Beach, United States
- **Region:** North America
- **Address:** Virginia Beach, VA, United States
- **Assets under management:** Undisclosed
- **Website:** financialadvisorsofvirginia.com

## Regulatory record

- **CRD number:** 118869
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/118869

## About

FINANCIAL ADVISORS OF VIRGINIA is a state-registered investment adviser with $56 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Sectors

- Wealth Management
- Financial Planning
- Retirement Planning

## Questions

### Who runs investment decisions at Financial Advisors of Virginia?

The firm structures itself as a team of certified financial planners and portfolio managers, but no individual CIO or CEO is publicly named. Investment decisions are made by the firm's advisors collectively, drawing on third-party research and internal allocation models (per the firm's website).

### How does Financial Advisors of Virginia source proprietary deal flow?

The firm does not engage in proprietary deal flow or direct private investments. It relies on publicly traded securities, mutual funds, and ETFs managed by third parties, with Charles Schwab serving as custodian for trade execution and reporting (per the firm's website).

### Does Financial Advisors of Virginia participate in fund commitments or only direct deals?

The firm does not make direct private fund commitments or participate in alternative investments like private equity or hedge funds. Its investment approach focuses on liquid securities, including cash management, bonds, and publicly traded stocks, managed through a fiduciary RIA structure.

### What investment stages does Financial Advisors of Virginia typically target?

The firm targets conservative to moderate growth strategies for high-net-worth individuals and retirees, focusing on capital preservation, income generation, and tax efficiency. It does not target venture-stage or growth-stage direct investments.

### What is Financial Advisors of Virginia's known posture on co-investments alongside external GPs?

The firm does not engage in co-investment arrangements with external General Partners. Its strategy is limited to publicly available securities and managed accounts, as disclosed on its website and regulatory filings.

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- [Scottsdale Capital Advisors](https://altss.com/profile/scottsdale-capital-advisors-corporation)
- [Carolina Financial Advisory](https://altss.com/profile/carolina-financial-advisory-inc)

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Last updated: 2026-06-03T20:00:00.000Z

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