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Middleton Advisory
Middleton Advisory is a fee-only independent advisor providing investment services, wealth management, retirement plan consulting, and institutional services.
Overview
Middleton Advisory is a fee-only independent advisor providing investment services, wealth management, retirement plan consulting, and institutional services. It manages investments and financial plans for wealthy individuals and families, and provides investment management to foundations, endowments, and corporations. David founded Middleton Advisory in 2010 to provide fee-only independent financial advice to individuals and institutions.
General information
Firm type
RIA
Year founded
2010
Location
City
Bethesda
Principals
David Middleton
CFP®, AIF®
Frequently asked questions
Does Middleton Advisory participate in fund commitments or only direct deals?
Middleton Advisory's investment structure — whether fund-of-funds, direct co-investments, or club deals — is not publicly documented. Without disclosure, it is not possible to confirm their preference for fund commitments versus direct investments. Most private family offices of this opacity engage in a mix of both, but this has not been verified.
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