Xml Financial Group

CRD 284987 · Bethesda, MD · $3.3B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 284987
SEC number: 801-108376
Firm type: RIA
Assets under management: $3.3B as of Jun 2, 2026
Website: focusfinancialpartners.com ↗
Phone: (301) 770-5234
Address: 6901 Rockledge Drive, Bethesda, MD, 20817

Advisors at this firm

29 in our index · page 1 of 1

Sharon Lynn AbbeyCRD 4319044 · Breckenridge, CO

IA RegisteredBroker
Brett Shane BernsteinCRD 3103034 · Bethesda, MD

IA RegisteredBroker

Disclosure event(s) on record
Shawna T BiedaCRD 4903736 · Pasadena, MD

IA RegisteredBroker
Douglas CallanCRD 5188893 · Fort Washingtion, PA

IA RegisteredBroker
Sharon Marie CirilloCRD 1767757 · Boynton Beach, FL

IA RegisteredBroker
Stephen Adam ClagettCRD 5280013 · Monrovia, MD

IA RegisteredBroker
Steven Farnham CollinsCRD 2367431 · Owings Mill, MD

IA RegisteredBroker

Disclosure event(s) on record
Curtis Jeffrey CongdonCRD 4890245 · Clifton, VA

IA RegisteredBroker

Disclosure event(s) on record
Michelle Perim CooperCRD 3072637 · Bethesda, MD

IA RegisteredBroker
Noorjahan EnayatCRD 5529897 · Centreville, VA

IA RegisteredRegistration inactive
Radley L EllenbogenCRD 7513324 · Bethesda, MD

IA Registered
Robert David KantorCRD 2117737 · Bethesda, MD

IA RegisteredBroker
Alexandra KantarskiCRD 5153780 · Fairfax, VA

IA RegisteredBroker
Jason Elliot KlopmanCRD 4981914 · Bethesda, MD

IA RegisteredRegistration inactive
Benjamin KollenderCRD 7868261 · Fort Washington, PA

IA RegisteredBroker
Beth J LevineCRD 2549150 · Rockville, MD

IA RegisteredBroker
David B MarguliesCRD 1629190 · St. Petersburg, FL

IA RegisteredBroker

Disclosure event(s) on record
John Richard MayCRD 872582 · Haymarket, VA

IA RegisteredBroker

Disclosure event(s) on record
Lauren Kathryn O'brienCRD 5954360 · Alexandria, VA

IA RegisteredBroker
Kevin P PetersCRD 4173093 · Bethesda, MD

IA RegisteredBroker
Mark Dale SamsonCRD 1852092 · Fort Washington, PA

IA RegisteredBroker
John James SciutoCRD 6416953 · Alexandria, VA

IA RegisteredBroker
Jennifer Lara SzaroCRD 4395464 · Burke, VA

IA RegisteredBroker
Jennifer Bixler TelescaCRD 3202134 · Fort Washington, PA

IA RegisteredBroker
Nicole A TreiberCRD 6324545 · Bethesda, MD

IA RegisteredBroker
Jordan Ross VanoortCRD 5206546 · Bethesda, MD

IA RegisteredBroker
John Eric WightmanCRD 2769487 · Sarasota, FL

IA RegisteredBroker

Disclosure event(s) on record
Meredith WadeCRD 4682557 · Bethesda, MD

IA RegisteredBroker
Zachary Scott WeaverCRD 6646112 · Bethesda, MD

IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 284987 ↗ FINRA BrokerCheck record for firm CRD 284987 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.