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 an independent registered investment adviser organized as a corporation and run under individual ownership. The firm combines accounting services with advisory work, positioning itself as both a practitioner (accountant) and a capital allocator. Its client base spans individual and family clients as well as institutional relationships. Services explicitly listed include financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Fee arrangements are mixed: the firm may charge a percentage of assets under management, hourly fees, fixed fees and other fee structures depending on the engagement. The adviser does not identify as an active ESG investor and is not described as a multi-state or newly formed adviser. The record indicates the firm does not act as a pension consultant and has no related adviser relationships noted.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • David Hainsworth

    David Hainsworth

    PresidentCRD 1693080

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth