9AT: WESTMINSTER FINANCIAL ADVISORY CORP

Adviser Profile

As of Date	03/30/2026
Registration	SEC, Approved, 06/15/1987
ADV Location	BEAVERCREEK, OH, United States
Contact Info	937 xxxxxxx
Websites

AUM^*	1,361,688,522 48%
of that, discretionary	1,361,688,522 48%
Number of Employees	43 8%
of those in investment advisory functions	41 3%
Private Fund GAV^*	0
Avg Account Size	408,058 0%
% High Net Worth	15.08% -21%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions

Accounting Firm Name	Filing Date	Form ADV-E
Accounting Firm Name SANVILLE & COMPANY, LLC	Filing Date12/11/2025	Form ADV-E View Report
Accounting Firm Name SANVILLE & COMPANY, LLC	Filing Date11/14/2024	Form ADV-E View Report
Accounting Firm Name SANVILLE & COMPANY, LLC	Filing Date02/26/2024	Form ADV-E View Report

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser CLEARVIEW WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM178.5m	#Funds-
Adviser BUFFALO FIRST WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM91.7m	#Funds-
Adviser LONGVIEW ASSET MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM339.5m	#Funds-
Adviser CAMPBELL CAPITAL MANAGEMENT INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM303.3m	#Funds-
Adviser STAGE WEALTH MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM103.5m	#Funds-
Adviser GREYSTONE FINANCIAL GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM494.9m	#Funds-
Adviser STRATEGIC ADVISORY SERVICES	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM201.2m	#Funds-
Adviser FRAGASSO FINANCIAL ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.8b	#Funds-
Adviser WINNING POINTS ADVISORS, L.L.C.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM173.1m	#Funds-
Adviser NORTHEASTERN STAR ASSET MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM236.2m	#Funds-

Brochure Summary

Overview

Westminster Financial Advisory Corporation provides investment supervisory services, general investment advice, and advice to clients involving securities. Over 95% of advisory billings are related to the investment supervisory business. We engage prospective clients in a pre-advisory consultation to gain better insight into their individual circumstances, needs, risk tolerance, time frame, and objectives. From this discussion, we determine the appropriateness of an investment advisory relationship. If an investment advisory relationship is recommended, we build a portfolio recommendation in the context of the comprehensive client circumstance. The advisory fee may include general financial advice: retirement planning, insurance reviews, 401(k) recommendations, education funding. Westminster

Financial Advisory Corporation is a C Corporation owned and managed by Westminster Financial Companies. Lawrence M. Brazie Managing Member Born 1958 Practice: Over 30 Years Professional Experience Education: B.S. University Dayton Licenses: Series 7, Series 24, Series 27, Series 63, Series 53, and Series 65 Accident & Health Life, & Variable Annuity Business: 04/1987 to Present, Chief Executive Officer Westminster Financial Advisory Corporation As discussed in Westminster Financial Advisory Corporation’s Form ADV Part 1, Westminster Financial Advisory Corporation manages over $919,817,099 in client assets through our advisor service on a discretionary basis. These totals are calculated using the closing US market prices from December 31, 2023.

Adviser Profile

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Client Types

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Reported AUM

Private Funds

Employees

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