# RULE72 FINANCIAL

RULE72 FINANCIAL is a RIA based in Potomac Falls.

## Overview

- **Organization type:** RIA
- **Headquarters:** Potomac Falls
- **Assets under management:** Undisclosed
- **Website:** https://rule72financial.com
- **LinkedIn:** https://www.linkedin.com/company/rule72-financial-llc

## Regulatory record

- **CRD number:** 316922
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316922

## About

Rule72 Financial is a fee-only CERTIFIED FINANCIAL PLANNER professional firm helping successful families invest with intention through curated advice and bespoke portfolios. Founder David Miller specializes in personal, private wealth services for business owners, veterans, and their families primarily in Northern Virginia. The firm serves as a trusted advisor for stewards of capital, business owners, and families seeking thoughtful financial decisions and disciplined investing.

## Sectors

- business owners, veterans, and their families

## People

- David Miller — Founder and CERTIFIED FINANCIAL PLANNER™ professional

## Questions

### Who runs RULE72 FINANCIAL?

The principals and investment decision-makers at RULE72 FINANCIAL are not named in any public source. The firm has no disclosed CEO, CIO, or managing principal in any official registry or media report.

### Where does the wealth behind RULE72 FINANCIAL come from?

The wealth origin is not disclosed by the firm or in any public record. The firm's name does not map to any known wealthy family or individual in public databases.

### Does RULE72 FINANCIAL invest in external funds or do direct deals?

There is no public information about whether RULE72 FINANCIAL commits capital to external funds or makes direct investments. No portfolio companies, fund stakes, or co-investments have been reported.

### What sectors does RULE72 FINANCIAL invest in?

The firm has not disclosed any sector preferences or focus areas. No investment mandates or sector tags are available from public sources.

### Where is RULE72 FINANCIAL headquartered?

The firm's headquarters location is not publicly listed. No address, city, or country of operation is found in any accessible record.

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- [Seaport Wealth](https://altss.com/profile/seaport-wealth-llc)
- [Kindness Financial Planning](https://altss.com/profile/kindness-financial-planning)

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Last updated: 2026-08-11T15:07:57.118Z

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