Consequent Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated July 8, 2025, reports $639M in regulatory assets under management, 7 employees, 1 office, and 4 accounts.
Assets Under Management
$639M
Employees
7
Offices
1 office
Total Clients
10
Primary office
ATLANTA, GA
3344 PEACHTREE ROAD, SUITE 800, ATLANTA, GA, United States
Top client segmentPooled Investment Vehicles represent 70.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
70.0%
7
2
Pension Plans
30.0%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$639Mas of July 8, 2025
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$639M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$639M
Total Accounts4
10Y AUM Change+$639M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee1:1
10Y Employee Change-9 (-56.3%)
* 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.