Financial Counseling, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Springboro, OH. Its latest Form ADV filing, dated April 20, 2026, reports $100M in regulatory assets under management, 3 employees, and 708 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.2% of total clients.
Top client categories% of clientsClients
1
Individuals
90.2%
376
2
HNWI
6.2%
26
3
Corporations
1.7%
7
4
Charitable
1.0%
4
5
Pension Plans
0.5%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$100Mas of April 20, 2026
Discretionary99.2%
$99M
99% of total RAUM99.2%
Non-discretionary0.8%
$825K
1% of total RAUM0.8%
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$100M
Total Accounts708
10Y AUM Change$-26M (-20.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee139:1
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.