Consolidated Asset Management, LLC

Overview

Consolidated Asset Management, LLC is a small, owner-operated advisory firm that combines portfolio management with insurance brokerage. Its client mix centers on individuals, families and small businesses, and its billing is tied to a percentage of assets under management. Investment activity is skewed toward public equities—primarily exchange-traded instruments—and the firm uses standard portfolio management approaches rather than thematic ESG mandates. As an insurance broker, the firm integrates insurance and annuity products into client programs alongside managed equity exposures. The firm’s advisory scope covers discretionary portfolio management for individual and small business clients as well as for business or institutional accounts. Given the size and single-office footprint, investment activity appears focused on straightforward, liquid solutions—separately managed accounts, ETFs and mutual funds—rather than large-scale proprietary strategies or extensive alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices