WESTMINSTER FINANCIAL ADVISORY CORP

Overview

Westminster Financial Advisory Corp is a brokerage-capable investment adviser that has been SEC-registered since 1987 and operates as a capital allocator for both individuals/families and institutional clients. The firm blends brokerage and advisory business lines, charging a mix of percentage-of-AUM fees, fixed fees and commissions. Its ADV lists a range of advisory services — financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services and selection of other advisers — which indicates the firm combines discretionary portfolio management with consultant and outsourced CIO-style activities. Investment activity is equity-oriented: the firm shows a clear preference for exchange-traded equities and manages a large portion of its discretionary assets through separately managed accounts. Westminster Financial Advisory Corp is not flagged as an active ESG investor. Its structure and services point to a hybrid model that supports both commission-based brokerage clients and fee-based discretionary advisory relationships, with capacity to bring in third-party managers where the situation calls for specialist capabilities.

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Location & Offices