Key facts
- Status: Acquired/Merged (Operating Subsidiary).
Leadership
- Caite StevensChief Technology Officer & Chief Information Security Officer
- Rob KantorChief Investment Officer & Co-Founder
- ·Watchlist + deal alerts for XML Financial Group
- ·The full record, as it builds
Funding rounds
No funding rounds for XML Financial Group are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About XML Financial Group
Provider of wealth and investment management services in Bethesda, Maryland. The company offers comprehensive advisory and brokerage services through an integrated platform combining personalized investment strategies and access to an affiliated broker-dealer, enabling clients to build, manage, and preserve wealth
- Sector
- Financial Services
- HQ
- Bethesda, MD, United States
- Employees
- 40
- Website
- xmlfg.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)
XML Financial Group doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in XML Financial Group shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on XML Financial Group in its N-PORT filings yet. We sweep new filings monthly.