FINANCIAL SERVICES ADVISORY INC
SEC file number 801-18801
· ROCKVILLE, MD
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$693.7M
Discretionary AUM
$693.7M
Employees
16
Clients
5
Firm
- Address
- ONE CHURCH STREET
ROCKVILLE, MD 20850 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- AB Financial Services Opportunities Cayman Fund L.P. Medium name-match confidence · CIK 1709282 · NY
- AB Financial Services Opportunities Delaware Fund L.P. Medium name-match confidence · CIK 1709283 · NY
- Aquiline Financial Services Fund VI-A L.P. Medium name-match confidence · CIK 2120753 · NY
- Aquiline Financial Services Fund VI-B L.P. Medium name-match confidence · CIK 2120708 · NY
- Artificial Intelligence Financial Services Market Inc. Medium name-match confidence · CIK 2142624 · DE
- BridgePoint Financial Services Limited Partnership I Medium name-match confidence · CIK 2151207 · A6
- EJF Financial Services Offshore Fund, Ltd. Medium name-match confidence · CIK 1569362 · VA
- Mercedes-Benz Financial Services USA LLC Medium name-match confidence · CIK 1540252 · MI
- Novacap International Financial Services II, L.P. Medium name-match confidence · CIK 2058060 · A8
- Pinnacle Financial Services 1 LLC Medium name-match confidence · CIK 2051660 · CT
- RedBird Capital Partners Financial Services Fund I (Blocked) L.P. Medium name-match confidence · CIK 2110587 · NY
- RedBird Capital Partners Financial Services Fund I Sidecar (Blocked) L.P. Medium name-match confidence · CIK 2142402 · NY
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BridgePoint Financial Services Limited Partnership I · D · Aug 27, 2026$2M
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Mercedes-Benz Financial Services USA LLC · D/A · Aug 3, 2026$3B
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RedBird Capital Partners Financial Services Fund I Sidecar (Blocked) L.P. · D · Jul 22, 2026
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Artificial Intelligence Financial Services Market Inc. · D/A · Jun 29, 2026$2.5M
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Artificial Intelligence Financial Services Market Inc. · D · Jun 29, 2026$2.5M
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AB Financial Services Opportunities Delaware Fund L.P. · D/A · Jun 15, 2026
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AB Financial Services Opportunities Cayman Fund L.P. · D/A · Jun 15, 2026
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Novacap International Financial Services II, L.P. · D/A · Jun 5, 2026
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Aquiline Financial Services Fund VI-B L.P. · D · Mar 24, 2026
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Aquiline Financial Services Fund VI-A L.P. · D · Mar 24, 2026
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EJF Financial Services Offshore Fund, Ltd. · D · Mar 12, 2026
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RedBird Capital Partners Financial Services Fund I (Blocked) L.P. · D · Mar 10, 2026
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Pinnacle Financial Services 1 LLC · D · Jan 13, 2026$50M
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Mercedes-Benz Financial Services USA LLC · D · Aug 1, 2025$3B
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AB Financial Services Opportunities Delaware Fund L.P. · D · Jun 6, 2025
-
AB Financial Services Opportunities Cayman Fund L.P. · D · Jun 6, 2025
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EJF Financial Services Offshore Fund, Ltd. · D · Mar 12, 2025
-
Novacap International Financial Services II, L.P. · D · Feb 28, 2025
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Pinnacle Financial Services 1 LLC · D · Jan 13, 2025$50M