Councilor Wealth LLC
Firm details
- Headquarters
- Bethesda, Maryland
- CRD number
- 170858
- Registered since
- March 15, 2017
- Website
- www.cbmcpa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.86%
- Individuals10.24%
- Charitable Organizations4.1%
- Pension & Profit Sharing Plans0.81%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Councilor Wealth LLC is an independent registered investment adviser that began SEC registration in 2017. The firm is organized as an LLC with domestic entity and individual ownership and serves both individual/family and institutional clients. Its fee model includes percentage-of-AUM billing along with hourly and fixed-fee arrangements. Advisory services span financial planning, portfolio management for individuals, small businesses and institutions, plus client education through publications and workshops. The firm does not designate itself an active ESG investor and is not a capital allocator. Councilor Wealth received a Citywire recognition in 2020 as part of the "50 Growers Across America" list.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities6%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 10
Jane Rowny
PartnerCRD 5771500
Gregory Estes
Senior Portfolio ManagerCRD 4359754
Drew Culver
Investment Advisor RepresentativeCRD 6246949
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$248M in ETFs
96%
$238M
0%
$9.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $14.8M | 492,486 | 5.97% |
Location
Bethesda, MD
Montgomery
Location
Bethesda, MD
Headquartered in Bethesda, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Montgomery
- Address
- 7910 Woodmont Ave
- Time zone
- ET (UTC-5)
- Office locations
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