DAVID N. HAINSWORTH, C.P.A., P.C.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
FAIRFAX, Virginia
CRD number
281182
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

David N. Hainsworth, C.P.A., P.C. is a corporation operating as an independent registered investment adviser and accounting practice. The firm is owned by David N. Hainsworth and positions itself as both an advisor and capital allocator for a mix of individual & family and institutional clients. Core advisory services include financial planning, portfolio management for individuals and small businesses, and selection of outside advisers, with accounting services forming a central part of the firm's offering. Fee arrangements are flexible: the firm uses percentage-of-AUM billing alongside hourly and fixed-fee engagements and other fee structures. The FINTRX profile indicates the firm does not emphasize ESG investing and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • DAVID HAINSWORTH

    PresidentCRD 1693080

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FAIRFAX, VA

FAIRFAX CITY

Location

FAIRFAX, VA

Headquartered in FAIRFAX, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
FAIRFAX CITY
Address
3950 University Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth