Apforia Ltd
● SEC registered since 2023CRD 327176SEC# 801-128361Virginia Beach, VA
Reg. AUM
$101.9M
Employees
19
Accounts
1,228
Location
Virginia Beach, VA
About Apforia
APFORIA is an SEC-registered investment advisor that supports fee-only financial advisors operating under their own brands. It centralizes regulatory administration, compliance oversight, and transition support so tenant advisors can focus on clients.
Summary based on the firm’s website.
Apforia Ltd assets under management
Apforia Ltd is an SEC-registered investment adviser based in Virginia Beach, VA. The firm has been registered since 2023. It reports $101.9 million in regulatory assets under management and employs 19 people.
Apforia Ltd owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adrienne Gail Ross Control | Chief Financial Officer | 50-75% | 2023 |
| Paul David Allen Control | Owner | 25-50% | 2023 |
| Sean C Gillespie Control | Chief Executive Officer And Chief Compliance Officer | 50-75% | 2023 |
Frequently asked questions
How much does Apforia Ltd manage?
Apforia Ltd reports $101.9 million in regulatory assets under management on its Form ADV.
How many employees does Apforia Ltd have?
Apforia Ltd reports 19 employees.
Where is Apforia Ltd located?
Apforia Ltd is based in Virginia Beach, VA and has been SEC-registered since 2023.
Does Apforia Ltd disclose fund performance?
Apforia Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 240 Mustang Trail, Ste 10, Virginia Beach, VA 23452 |
| Phone | (833) 780-2487 |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$101.9M▲ 6%
Apr '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,389 advisers
EmployeesTop 25%
More than 75% of 16,799 advisers
Assets under management
$101.9Mregulatory AUM
Discretionary $101.9M