Financial Council, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Towson, MD. Its latest Form ADV filing, dated March 27, 2026, reports $1.3B in regulatory assets under management, 21 employee, and 1,565 accounts.
Assets Under Management
$1.3B
Employees
21
Offices
--
Total Clients
649
Primary office
TOWSON, MD
100 WEST ROAD, SUITE 500, TOWSON, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 52.9% of total clients.
Top client categories% of clientsClients
1
HNWI
52.9%
343
2
Individuals
47.0%
305
3
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 27, 2026
Discretionary100.0%
$1.3B
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$1.3B
Total Accounts1,565
10Y AUM Change+$857M (+207.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee31:1
10Y Employee Change+18 (+600.0%)
* 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.