CONSOLIDATED FINANCIAL

RIASEC RegisteredEst. 2018

Total AUM

$589M

Discretionary

$245M

42% of AUM

Avg account

$394K

Accounts

1,495

Employees

Advisory reps

Firm details

Headquarters: DUBLIN, Ohio
CRD number: 119695
Registered since: April 23, 2018
Website: investconsolidated.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: Pension & Profit Sharing Plans58.34%
HNWI27.99%
Individuals13.67%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Consolidated Financial is an independent registered investment adviser organized as an LLC and SEC-registered since 2018. The firm serves both individual/family and institutional clients and functions as a capital allocator, blending fee-based wealth management with insurance-brokerage activities. Its advisory capabilities include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and pension consulting services. Compensation mixes percentage-of-AUM billing with hourly and fixed fees and occasional commission arrangements. The firm does not position itself as an active ESG investor.