Westminster Financial Advisory Corp

Overview

Westminster Financial Advisory Corp is an SEC registered investment adviser based in Dayton, OH, registered since 1987. It reports $1.4B in assets under management across 3,337 accounts, with 43 employees. It has 39 investment adviser representatives.

Reported AUM

$1.4B

Discretionary

100%

Accounts

3,337

Average account

$408K

Employees

43

Advisory reps

39

Registered since

1987

Jurisdictions

49

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Commissions, Fixed Fees and Percentage of Assets

Executive officers 3 of 3

• Lawrence Miles Brazie Chief Executive Officer CRD 857097
• Morgan Phillip Brazie President CRD 6230656
• Jessica Marie Trunck Chief Compliance Officer CRD 4561886

Advisory reps 3 of 39

• James Andrew Baronian Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1806087
• Peter Charles Bittermann Registered Rep · Investment Adviser Rep CRD 4153389
• Donald David Boucher Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2636773

36 more advisory reps, with emails, phones and branch locations

Location

Headquarters

50 Chestnut St Ste A-400
Dayton, OH 45440

County

Montgomery

Metro area

Dayton-Kettering, OH

Region

Midwest

Registrations

• SEC registered
• Registered in 49 jurisdictions
• Website: westminsterfinanical.com

Every state, with registration dates

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