Consequent Capital Management, LLC

RIASEC RegisteredEst. 2016
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
Atlanta, Georgia
CRD number
285262
Registered since
October 4, 2016
Fee structure
Fixed Fees
Services
Pension Consulting

Firm profile

FINTRX

Overview

Consequent Capital Management, LLC is an SEC-registered institutional RIA organized as an LLC and registered in 2016. The firm reports a domestic ownership structure and operates under a fixed-fee advisory model. Its filing lists pension consulting services among its advisory activities and identifies several industry roles beyond pure advisory work: it acts as an investment adviser and sponsor, and it serves as a general partner and managing member of pooled investment vehicles. Consequent does not identify itself as a capital allocator or as an active ESG investor, and it is not registered as a multi-state adviser. The mix of institutional classification, fixed fees, and pension-focused advisory activity suggests the firm is structured to serve large, organization-level mandates rather than a retail mass-affluent book.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Kenneth Simon

    Kenneth Simon

    Chief Executive OfficerCRD 6706717

Contacts

2 of 2
  • Cyril Theccanat

    MemberCRD 1816739

  • Todd Mcdonald

    Vice PresidentCRD 6706896

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
3344 Peachtree Rd Ne
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth