Firm profile

FINANCIAL CONSULTANTS GROUP INC

CUMMING, GACRD 108062Latest ADV March 12, 2026

Financial Consultants Group Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Cumming, GA. Its latest Form ADV filing, dated March 12, 2026, reports $188M in regulatory assets under management, 8 employees, 2 offices, and 577 accounts.

Assets Under Management
$188M
Employees
8
Offices
2 offices
Total Clients
245
Primary office
CUMMING, GA
1080 SANDERS ROAD, SUITE 300, CUMMING, GA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOSandra C. Fricks

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 69.8% of total clients.
Top client categories% of clientsClients
1
Individuals
69.8%
171
2
HNWI
26.1%
64
3
Pension Plans
4.1%
10

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$188Mas of March 12, 2026
Discretionary98.2%
$185M
98% of total RAUM98.2%
Non-discretionary1.8%
$3M
2% of total RAUM1.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$188M
Total Accounts577
10Y AUM Change+$86M (+84.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee31:1
10Y Employee Change+5 (+166.7%)

* 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.