Fee-only adviser · Vienna, VA
Mitco Asset Management
Mitco Asset Management is a fee-only investment adviser registered with the securities regulator of Virginia, with its main office in Vienna, Virginia. On its latest Form ADV, filed March 23, 2026, it reports $98M in regulatory assets under management, 60 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Virginia |
|---|---|
| Firm CRD number | 116123 |
| Office | 124 Park Street SE Suite 201 Vienna, VA 22180 |
| Phone | (703) 304-6725 |
| Website | Not listed |
| Regulatory assets under management | $98M |
| Individual clients | 9 non-high-net-worth, 51 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 23, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Vienna
- Rembert Pendleton Jackson $2.7B
- Allegiance Financial Group $675M
- Capitol Private Wealth Group LLC $562M
- Yeske Buie Inc. $1.1B
- Glassman Wealth Services, LLC $2.6B
- D'orazio Wealth Advisors $1.4B
See all 15 fee-only advisers in Vienna →
Nearby
- Tysons Corner 1 firm
- McLean 26 firms
- Tysons 2 firms
- Reston 16 firms
- Great Falls 2 firms
- Herndon 3 firms
- Cabin John 1 firm
- Falls Church 3 firms
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