Acorn Financial Services (AFS) refers to our practice located in Reston, VA. Within AFS, we have two capacities: Acorn Financial Advisory Services, Inc. (AFAS) for financial planning services; and Great Point Capital, LLC (GPC) and The Strategic Financial Alliance, Inc. (SFA) for securities business. When AFS refers to financial planning services, it is directly related to our Registered Investment Advisory affiliation with AFAS. When AFS refers to securities business, it is directly related to our broker-dealer affiliation with SFA and/or GPC. AFAS and SFA are not affiliated with each other. AFAS and GPC are not affiliated with each other.
Financial planning services offered through Acorn Financial Advisory Services, Inc.(AFAS), a Registered Investment Adviser registered with the U.S. Securities and Exchange Commission. AFAS is a Virginia Corporation whose principal office is located in Reston, VA. AFAS is affiliated with Acorn Financial Services, Inc., a subsidiary Virginia Corporation. Our ADV 2A&2B is a required filing with the Securities and Exchange Commission (SEC). This annual filing is a disclosure document for clients or potential clients of AFAS and includes information such as services provided, investment style, fees levied, and key officers of our firm. To request a free copy, please call our office at (703) 293-3100.
The Representatives of Acorn Financial Services, Inc., are also registered in their individual capacity to offer securities throughout the United States through The Strategic Financial Alliance, Inc., an independent broker-dealer and member FINRA/SIPC. Such individuals may only transact business in a particular state if they hold appropriate licensure or registrations, or by otherwise satisfying the requirements of that state, or if they are exempted from such requirements. Any follow up, or individualized response to consumers in a particular state that involves the offering of investment advice, securities, and/or insurance, for compensation, shall not be made without first complying with the regulations applying to the jurisdiction and type of activity/service involved. As circumstances and opportunities warrant, such individuals may apply for registration and/or licensure in additional states, however they may not conduct any business is such states prior to receipt of necessary regulatory approvals are required.
At present, one or more individuals who represent Acorn Financial Services, Inc. hold securities registrations through The Strategic Financial Alliance, Inc., or Great Point Capital LLC, with the states of Colorado, Washington D.C., Florida, Maine, Maryland, North Carolina, Ohio, Pennsylvania, and Virginia. At present, one or more individuals who represent Acorn Financial Services, Inc. hold securities registrations through The Strategic Financial Alliance, Inc., with the states of Alabama, Arizona, Arkansas, California, Colorado, Washington D.C., Florida, Georgia, Hawaii, Illinois, Iowa, Kentucky, Louisiana, Maine, Maryland, Michigan, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and West Virginia.
AFAS Main Office Location & Mailing Address:
1875 Campus Commons Drive, Suite 100
Reston, VA 20191
Business Telephone Number:
(703) 293-3100
AFAS Branch Office Location:
6931 Arlington Rd., Ste. 300
Bethesda, MD 20814
Business Telephone Number:
(301) 913-0080 x126
AFAS Branch Office Location:
661 Highland Avenue, Ste 101
Needham, MA 02494
Business Telephone Number:
(781) 799-4121
AFAS Branch Office Location:
9300 West Courthouse Road, Suite 205
Manassas, VA 20110
Business Telephone Number:
(571) 719-3101
AFAS Branch Office Location:
3211 Peoples Drive, Suite 110
Harrisonburg, VA 22801
Business Telephone Number:
(540) 442-1199
AFAS Branch Office Location:
1521 King Street
Alexandria, VA 22314
Business Telephone Number:
(571) 351-5595
AFAS Branch Office Location:
4701 Sangamore Rd, Suite 205-South
Bethesda, MD 20816
Business Telephone Number:
(301) 320-9300
AFAS Branch Office Location:
1897 Billingsgate Circle, Suite B
Henrico, VA 23238
Business Telephone Number:
(804) 741-4972
Securities offered through Great Point Capital LLC (GPC), a Broker-Dealer, member FINRA/SIPC/IEX. AFAS and Acorn Financial Services are unaffiliated to GPC. GPC is a Brokerage Firm; is a registered LLC in Illinois, regulated by FINRA.
Main Office Locations & Mailing Address:
The Strategic Financial Alliance, Inc.
Acorn Financial Services
1875 Campus Commons Drive, Suite 100
Reston, VA 20191
Business Telephone Number:
(703) 293-3100
Branch Office Location:
Douglas A. Rausch, Investment Advisor Representative
6931 Arlington Rd., Ste. 300
Bethesda, MD 20814
Business Telephone Number:
(301) 913-0080 x126
Branch Office Location:
Daniel Williams
661 Highland Avenue, Ste 101
Needham, MA 02494
Business Telephone Number:
(781) 799-4121
Branch Office Location:
1897 Billingsgate Circle, Suite B
Henrico VA 23238
Business Telephone Number:
(804)741-4972
Securities offered through The Strategic Financial Alliance, Inc. (SFA), a Broker-Dealer, member FINRA/SIPC. AFAS and Acorn Financial Services are unaffiliated to SFA. SFA is a Brokerage Firm; is a registered Corporation in Georgia; regulated by FINRA. SFA specific disclosures.
Main Office Location & Mailing Address:
The Strategic Financial Alliance, Inc.
Acorn Financial Services
1875 Campus Commons Drive, Suite 100
Reston, VA 20191
Business Telephone Number:
(703) 293-3100
The Strategic Financial Alliance, Inc.
2200 Century Parkway, Suite 500
Atlanta, GA 30345
Business Telephone Number:
(678) 954-4000
Branch Office Location:
3211 Peoples Drive, Suite 110
Harrisonburg, VA 22801
Business Telephone Number:
(571) 719-3101
Branch Office Location:
9300 West Courthouse Road, Suite 205
Manassas, VA 20110
Business Telephone Number:
(571) 719-3101
The Strategic Financial Alliance, Inc. SEC Number: 801-66477, CRD Number: 116763
Great Point Capital LLC SEC Number: 8-53402 , CRD Number: 114203
AFAS does not hold or maintain funds or securities. Clearing services are provided by Charles Schwab & Co., Pershing Securities, LLC, State Street, Fidelity Investments, First Clearing, or Curian Capital, LLC. The clearing services will execute, settle, and clear general securities transactions for AFAS.
Access to this web site is provided for informational purposes only and without any warranties, expressed or implied, regarding the accuracy, completeness, timeliness, or results obtained from any information posted on this web site or any third party web site linked to this web site.
