Bank / Wealth / Trust

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Financial Counselors of Virginia

Financial Counselors of Virginia is a wealth manager based in Portsmouth, US. The firm manages approximately $35 million in assets, primarily serving clients...

Financial Counselors of Virginia logo

Financial Counselors of Virginia

Financial Counselors of Virginia is a wealth manager based in Portsmouth, US. The firm manages approximately $35 million in assets, primarily serving clients in North America.

General information

Firm type

Bank / Wealth / Trust

Year founded

1985

Location

Region

North America

Country

United States

City

Portsmouth

Corporate office

Portsmouth, VA, United States

Frequently asked questions

Does the firm serve clients outside the Hampton Roads region?

Financial Counselors of Virginia is geographically concentrated in southeastern Virginia, particularly the Hampton Roads metro area. While its fiduciary and trust capabilities are portable in principle — especially for families with legacy Virginia ties who have relocated — the firm's service model depends on high-touch, in-person relationships and is unlikely to scale efficiently outside its core region.

Is Financial Counselors of Virginia a registered investment advisor?

As a firm providing fiduciary advisory and discretionary portfolio management through a bank-affiliated structure, Financial Counselors of Virginia is almost certainly registered with the SEC or the Virginia State Corporation Commission as a registered investment advisor, or operates under the bank's own regulatory umbrella as a trust-company division. Though public filings are not aggregated in accessible form, this structure is standard for bank-trust-adjacent wealth managers of its vintage and operating model.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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