John Couric
Couric Financial · Lynch Station, Virginia
John Couric is a fee-only financial advisor at Couric Financial in Lynch Station, Virginia. Couric Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Couric Financial |
|---|---|
| Based in | Lynch Station, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $47.0M across 304 accounts |
| SEC registration | Investment adviser representative in FL, VA · CRD 4139537 |
| Exams passed | Series 63 (2000) · Series 65 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.couricfinancial.com |
| Profile |
How John's firm compares
- Couric Financial's average account is about $155,000, from its Form ADV (assets managed divided by 304 accounts).
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Questions about John
Is John Couric a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Couric Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Couric Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Couric based?
John Couric is based in Lynch Station, Virginia.
Is John Couric registered with the SEC?
Yes. John Couric is registered as an investment adviser representative in FL and VA (CRD 4139537), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Couric Financial manage?
Couric Financial reports $47.0M across 304 accounts in assets under management.
How do I contact John Couric?
Through John's website, www.couricfinancial.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
- 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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