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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...
Overview
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.
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