CONSEQUENT CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2016

Total AUM

$639M

Discretionary

0% of AUM

Avg account

$160M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 285262
Registered since: October 4, 2016
Website: consequentgroup.com
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pension & Profit Sharing Plans100%
Services: Portfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Consequent Capital Management, LLC is a limited liability company that specializes in providing investment management services primarily to institutional clients. Founded in 2016, the firm operates as a capital allocator and engages in various advisory activities, including portfolio management for businesses and institutions, pension consulting, and the selection of other advisers. The firm does not focus on ESG investments and is not classified as a multi-state adviser. Its fee structure includes a combination of percentage of assets under management, fixed fees, and performance-based fees.