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Sumner Financial Advisors Inc (Bethesda)


Sumner Financial Advisors Inc is an adviser based in Bethesda. It manages $49.35 million of regulatory assets for 89 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Maryland and Virginia.




Sumner Financial Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sumner Financial Advisors: assets under management

The assets under management (AUM) of Sumner Financial Advisors Inc is $49.35 million. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $48.2 million in discretionary accounts and $1.15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $554.02 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $576.03 thousand.
Sumner Financial Advisors has custody of $28.23 million in cash and securities for 30 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sumner Financial Advisors Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bethesda

The principal office where Sumner Financial Advisors Inc performs its advisory services is located at 8314 Comanche Court, Bethesda, MD 20817, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-767-6900 or by fax 301-767-9438. The normal business hours are 9:00a.m. to 5:00p.m. on Monday - Friday.


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