Financial Security Advisory Inc
SEC-registered
Insurance-Affiliated · Mid-sized ($1B–$10B)
CRD 110746
· SEC file 801-54496
· Virginia Beach, VA
· WWW.GOFSG.COM
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ADV data as of Mar 19, 2026
- Regulatory AUM
- $1.7B
- Discretionary
- $1.7B
- Clients
- 3,141
- Avg AUM / client
- $555K
- Accounts
- 3,141
- Employees
- 43
AUM over time
$410M
$1.7B
Mar 2012
Mar 2026
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,366 | $714M | 41.0% |
| High net worth individuals | 444 | $919M | 52.7% |
| Pension and profit sharing plans | 285 | $99.8M | 5.72% |
| Charitable organizations | 11 | $2.2M | 0.13% |
| Corporations and other businesses | 35 | $8.6M | 0.49% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Flatter, Inc. 401(k) Plan Flatter, Inc. | 2024 | |
| Emergency Physicians Of Tidewater, Plc 401(k) & Profit Sharing Plan Emergency Physicians Of Tidewater, P.L.C. | 2024 | |
| Atlantic Anesthesia, Inc. 401(k) Plan Atlantic Anesthesia, Inc. | 2024 | |
| Tidewater Physicians Multispecialty Group, P.C. 401(k) Plan Tidewater Physicians Multispecialty Group, P.C. | 2024 | |
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (34)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Archie Ray Megginson | Partner | CFP | May 1997 (29y) | Less than 5% |
| Charles Frederick Jenks | Partner | CFP Chartered Financial Consultant | May 1997 (29y) | Less than 5% |
| Reginald Curtis Corinaldi | Partner | May 1997 (29y) | Less than 5% | |
| Richard Duncan Woodall | Partner | Chartered Financial Consultant | May 1997 (29y) | Less than 5% |
| John Thomas Orlando | Partner | CFP | Jul 1997 (29y) | Less than 5% |
| Gayle Elizabeth Blachura | Partner | CFP Chartered Financial Consultant | Apr 2001 (25y) | Less than 5% |
| Kristy Eley De Jarnette | Chief Operations Officer | Aug 2022 (4y) | Less than 5% | |
| Glenn Scott Schwalje | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Eugene Joseph Carracino | Registered representative | CFP | Jul 1997 (29y) | |
| Richard Lee Pugh | Registered representative | CFP | Jul 1997 (29y) | |
| Christopher Michael Ryan | Registered representative | Dec 1999 (27y) | ||
| Sae C Kim | Registered representative | CFP | Jan 2000 (27y) | |
| Frederick August Conti | Registered representative | Feb 2000 (26y) | ||
| Charles Ronald Mckinney | Registered representative | Dec 2000 (26y) | ||
| Enrique L. Tomeu | Registered representative | CFP | Jan 2003 (24y) | |
| Mary Swanson Dillon | Registered representative | CFP | Jul 2003 (23y) | |
| William Kevin Stewart | Registered representative | Nov 2003 (23y) | ||
| Jessica Jenks Harris | Registered representative | Jan 2005 (22y) | ||
| April Dawn Waff Mano | Registered representative | CFP | Apr 2008 (18y) | |
| Kevin John Joyce | Registered representative | Chartered Financial Consultant | Jan 2013 (14y) | |
| Jessica Blackburn Wyman | Registered representative | Dec 2017 (9y) | ||
| Alison Blackburn Rodriguez | Registered representative | Feb 2018 (8y) | ||
| Susan Parker Shum | Registered representative | Apr 2019 (7y) | ||
| Brittany Ann Mc Cormick | Registered representative | CFP | Nov 2019 (7y) | |
| Tyler Elliott Neese | Registered representative | CFP | Jan 2021 (6y) | |
| Samuel Thomas Watson | Registered representative | Aug 2021 (5y) | ||
| Matthew Robert Farrell | Registered representative | Sep 2021 (5y) | ||
| Kelly Powell Taylor | Registered representative | Jun 2023 (3y) | ||
| Denise Ann Setzer | Registered representative | Aug 2023 (3y) | ||
| Rae Ann Orlando Watson | Registered representative | May 2024 (2y) | ||
| Alana Tolentino Ripley | Registered representative | Jun 2024 (2y) | ||
| Austin William Ganthner | Registered representative | CFP | Sep 2024 (2y) | |
| William W Lust | Registered representative | CFP | Feb 2026 (0y) | |
| Angelica Lynne Olivier | Registered representative | CFP | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Financial Security Companies, Llc | Owner | Dec 2003 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Flatter, Inc. 401(k) Plan | Flatter, Inc. | 97 | $6.9M | 01/01/2024 |
| Emergency Physicians Of Tidewater, Plc 401(k) & Profit Sharing Plan | Emergency Physicians Of Tidewater, P.L.C. | 228 | $141M | 01/01/2024 |
| Atlantic Anesthesia, Inc. 401(k) Plan | Atlantic Anesthesia, Inc. | 125 | $51.9M | 01/01/2024 |
| Tidewater Physicians Multispecialty Group, P.C. 401(k) Plan | Tidewater Physicians Multispecialty Group, P.C. | 1,105 | $169M | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗