# Mdt Financial Advisors, LLC: new SEC registration, $294M AUM, Webster, TX

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Mdt Financial Advisors, LLC |
| Legal name | Mdt Financial Advisors, LLC |
| CRD | 340925 |
| Status | Approved |
| Registered with the SEC | 2026-03-16 |
| Latest Form ADV filing | 2026-06-26 |
| Location | Webster, TX, United States |
| Regulatory AUM | $294,032,544 |
| Accounts | 644 |
| Employees | 7 |
| Website | https://www.mdtfa.com/ |

## Why this score
- $294M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/340925). Last refreshed: 2026-11-04T21:45:24.609Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.