Carlton Fitch
Houlihan Financial Resource Group · Ashburn, Virginia
Carlton Fitch is a fee-only financial advisor at Houlihan Financial Resource Group in Ashburn, Virginia. Carlton focuses on small business owners. Houlihan Financial Resource Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Houlihan Financial Resource Group |
|---|---|
| Based in | Ashburn, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $357.2M across 564 accounts |
| SEC registration | Investment adviser representative in VA · CRD 5604966 |
| Exams passed | Series 65 (2009) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.houlihanfinancial.com |
How Carlton's firm compares
- Houlihan Financial Resource Group's average account is about $633,000, from its Form ADV (assets managed divided by 564 accounts).
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Questions about Carlton
Is Carlton Fitch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carlton holds no broker registration, and Houlihan Financial Resource Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carlton charge for financial advice?
Carlton's firm, Houlihan Financial Resource Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Carlton Fitch based?
Carlton Fitch is based in Ashburn, Virginia.
What does Carlton specialize in?
Carlton's specialties include small business owners.
Is Carlton Fitch registered with the SEC?
Yes. Carlton Fitch is registered as an investment adviser representative in VA (CRD 5604966), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Houlihan Financial Resource Group manage?
Houlihan Financial Resource Group reports $357.2M across 564 accounts in assets under management.
How do I contact Carlton Fitch?
Through Carlton's website, www.houlihanfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Houlihan Financial Resource Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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