Fee-OnlyFinder

First Georgetown Securities, INC

% of assets managed in Alexandria, VA

SEC registeredNo commissions reported

Call (703) 519-7700Send a messageMap ↗

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

SEC registered investment adviser, CRD 5871, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.

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, LLC1800 Diagonal Road, Suite 600 · Alexandria, VA 22314 · (703) 519-0962 · Financial planningCRD 148727 · % of assets, Hourly charges, Fixed fees · $166.9 million AUMSEC registeredNo commissions reportedAmerican Executive Advisors, LLC3931 San Leandro Place · Alexandria, VA 22309 · (202) 769-1202 · Financial planningCRD 306477 · % of assets, Hourly charges, Fixed fees · $8.6 million AUMState registeredNo commissions reportedArkagos Advisors & Asset Management, INC.218 N Lee St, Ste 316 · Alexandria, VA 22314 · (703) 535-5921 · Financial planningCRD 315366 · % of assets, Fixed fees · $64.5 million AUMState registeredNo commissions reportedAvenir Corporation277 South Washington Street, Suite 350 · Alexandria, VA 22314 · (202) 659-4427 · % of assets managedCRD 110545 · % of assets · $849.3 million AUMSEC registeredNo commissions reportedCraftwork Capital LLC201 N. Union St, Suite 110 · Alexandria, VA 22314 · (703) 596-5575 · Financial planningCRD 311626 · % of assets, Hourly charges, Fixed fees · $102.1 million AUMState registeredNo commissions reportedEvolutionary Tree Capital Management, LLC1199 N. Fairfax St., Suite 801 · Alexandria, VA 22314 · (703) 544-2300 · % of assets managedCRD 291127 · % of assets · $91.7 million AUMSEC registeredNo commissions reportedIconic Wealth Management217 N Royal St · Alexandria, VA 22314 · (703) 891-9518 · Financial planningCRD 287846 · % of assets, Fixed fees · $18.6 million AUMState registeredNo commissions reportedKatz Family Financial Advisors, LLC3307 Duke Street · Alexandria, VA 22314 · (301) 961-6030 · Financial planningCRD 133600 · % of assets · $110.9 million AUMState registeredNo commissions reported

All 24 in Alexandria →