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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-21-1986
- Office Locations
- 2
Office Locations
About Toth Financial Advisory Corp
Toth Financial Advisory Corp provides personalized wealth management built around highly customized portfolios. Its core approach emphasizes long-term buy-and-hold investing in individual company stocks with consistent earnings and revenue. Founded by a retired Marine, the firm serves clients beyond the Washington, DC metro with a national (and some international) reach and custody through Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
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Platform
Services
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Owner & Executives
KENNETH JACKSON BOWEN II
Chief Executive Officer
- CRD
- #6287435
- Ownership
- 25% but less than 50%
THOMAS ALBERT BOWMAN JR
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #3168402
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Kevin Arbogast
Chief Investment Officer
- CRD
- --
Renato Figueiredo Bortolai
Founder
- CRD
- --
Showing 2 of 22 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,138,044,093 | $492,660 |
| Non-Discretionary | $16,509,177 | $393,076 |
| Total | $1,154,553,270 | $490,881 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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