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Philip A. Huss, Cpa, PLLC (Midlothian)


Philip A. Huss, Cpa, PLLC is an adviser based in Midlothian. It manages $47.66 million of regulatory assets for 75 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Virginia.




Philip A. Huss, Cpa, P provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Philip A. Huss, Cpa, P: assets under management

The assets under management (AUM) of Philip A. Huss, Cpa, PLLC is $47.66 million. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $3.8 million in discretionary accounts and $43.85 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $54.34 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $8.77 million.
Philip A. Huss, Cpa, P has custody of $12.9 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Philip A. Huss, Cpa, PLLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Midlothian

The principal office where Philip A. Huss, Cpa, PLLC performs its advisory services is located at 110 Wylderose Drive, Midlothian, VA 23113, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 804-423-5694 or by fax 804-423-5693. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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