3 Bethesda Metro Center
Suite 700
Bethesda, MD 20814
202-503-4015
Middleton Advisory is a fee-only Registered Investment Adviser in Bethesda, MD, founded by David Middleton to begin his private practice. Services are offered in the entire state and surrounding areas, with the ability to take on clients across the country. David's mission is to help clients implement the best possible investment strategies based on their unique needs.
After several years of experience at T. Rowe Price, David founded a completely independent firm, with no obligation to any broker-dealer or investment company. This allows Middleton Advisory to completely avoid investments that carry sales loads or commissions. Instead, a variety of low-cost investment funds are used to implement prudent strategies, following the principles of diversification and asset allocation.
Firm Start Year
No.of Employees
CRD#
Firm CRD#
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
I work with the following types of clients
Investment Types
I can meet clients in the following ways
Registered Investment Advisor
Investment Advisor Representative
I am an acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Securities Licenses
Fee Structure
Minimum Portfolio Size for New Managed Accounts
Compensation Methods
Fee % Based on Assets
Additional Details on Charges
Bachelors of Science - Mechanical Engineering
Certificate in Financial Planning - Financial Planning