We are mandated to disclose various items to you as part of our regulatory oversight. Below you will find standardized documents with more information on Toth Financial and our licensed professionals.
Form CRS
This is a Client Relationship Summary (CRS) and will help you to better understand the nature of a client relationship and what services one can expect from Toth Financial Advisory corporation.
Download Form CRS
Form ADV
This is Toth Financial Advisory Corporation’s registration document that must be submitted to the Securities Exchange Commission (SEC) and state securities authorities. It contains information about Toth Financial Advisory Corporation’s business practices and qualifications.
Download Form ADV
Privacy Statement
This statement outlines Toth Financial Advisory Corporation’s policies regarding the collection and sharing of client information.
Download Privacy Statement