Consolidated Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dublin, OH. Its latest Form ADV filing, dated March 17, 2026, reports $589M in regulatory assets under management, 6 employees, and 1,495 accounts.
Assets Under Management
$589M
Employees
6
Offices
--
Total Clients
760
Primary office
DUBLIN, OH
5850 VENTURE DRIVE, SUITE A, DUBLIN, OH, United States
Top client segmentIndividuals represent 76.7% of total clients.
Top client categories% of clientsClients
1
Individuals
76.7%
583
2
HNWI
14.7%
112
3
Pension Plans
8.6%
65
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$589Mas of March 17, 2026
Discretionary41.7%
$245M
42% of total RAUM41.7%
Non-discretionary58.3%
$343M
58% of total RAUM58.3%
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$589M
Total Accounts1,495
10Y AUM Change+$502M (+580.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee127:1
10Y Employee Change0 (0.0%)
* 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.