HUNT VALLEY, MDCRD 106898Latest ADV February 3, 2026
Financial Consulate is an SEC registered investment adviser organized as a corporation with a primary office location in Hunt Valley, MD. Its latest Form ADV filing, dated February 3, 2026, reports $1.1B in regulatory assets under management, 25 employees, 13 offices, and 3,375 accounts.
Assets Under Management
$1.1B
Employees
25
Offices
13 offices
Total Clients
849
Primary office
HUNT VALLEY, MD
11019 MCCORMICK ROAD, SUITE 200, HUNT VALLEY, MD, United States
Top client segmentIndividuals represent 60.8% of total clients.
Top client categories% of clientsClients
1
Individuals
60.8%
516
2
HNWI
38.6%
328
3
Pension Plans
0.6%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of February 3, 2026
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts3,375
10Y AUM Change+$799M (+268.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees25
Clients per Employee34:1
10Y Employee Change+4 (+19.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.