Key facts
- XML FINANCIAL GROUP is a other based in BETHESDA, MD.
- XML FINANCIAL GROUP reports $4.4M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 284987- Regulatory AUM
- $4.4M
- Private fund assets
- —
- Private funds
- —
- Staff
- 54
- Registered office
- BETHESDA, MD
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as XML FINANCIAL, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for XML FINANCIAL GROUP are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is XML FINANCIAL GROUP's AUM?
- XML FINANCIAL GROUP manages approximately $4.4M in assets.