First Georgetown Securities, INC
% of assets managed in Alexandria, VA
SEC registeredNo commissions reported
Public-record details
- Address
- 1700 Diagonal Rd., Suite 200, Alexandria, VA 22314
- Phone
- (703) 519-7700
- Listed under
- % of assets managed
- Legal name
- First Georgetown Securities, INC.
- CRD number
- 5871
- Registration
- SEC registered since 2026-08-05
- Compensation (Form ADV 5.E)
- Percentage of assets under management
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Portfolio management for individuals/small businesses
- Regulatory assets under management
- $115.7 million
- Accounts managed
- 123
- Clients reported (Form ADV 5.D)
- 123
- Individual / high-net-worth clients
- 23 / 100
- Employees
- 4
- Other business activities (Form ADV 6.A)
- Also active as: broker-dealer
- Disclosures reported on Form ADV
- Yes — see IAPD for details
- Latest Form ADV filing
- 2026-08-12
Read the official record
- SEC IAPD summary for CRD 5871 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums), and details of the disclosures reported on Form ADV.
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
Other advisers in Alexandria
8th Street Investments, LLCSEC registeredNo commissions reportedAmerican Executive Advisors, LLCState registeredNo commissions reportedArkagos Advisors & Asset Management, INC.State registeredNo commissions reportedAvenir CorporationSEC registeredNo commissions reportedCraftwork Capital LLCState registeredNo commissions reportedEvolutionary Tree Capital Management, LLCSEC registeredNo commissions reportedIconic Wealth ManagementState registeredNo commissions reportedKatz Family Financial Advisors, LLCState registeredNo commissions reported