Financial Consulate
Firm details
- Headquarters
- Hunt Valley, Maryland
- CRD number
- 106898
- Registered since
- April 29, 1983
- Website
- financialconsulate.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.13%
- Individuals22.13%
- Pension & Profit Sharing Plans0.68%
- Corporations / Businesses0.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Financial Consulate is an independent registered investment adviser that has been operating since 1983. The firm serves both individual and family clients as well as institutional clients, and functions as a capital allocator that places assets into third‑party managers in addition to managing portfolios directly. Its business profile includes accounting services alongside a range of advisory offerings: financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, periodic publications, and educational seminars. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not position itself as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds81%
- Exchange Traded Equities12%
- US Government Bonds3%
- Private Funds2%
- Cash & Cash Equivalents2%
Owners & executives
3 of 3Charles Bender
CFOCRD 5835396
Christopher O'shea
Chief Investment OfficerCRD 1957429
Michael Mccarthy
President, Chief Executive OfficerCRD 5835406
Contacts
3 of 10
Andrew Tignanelli
Founder & ChairmanCRD 868434
Leo Lavezza
Wealth AdvisorCRD 7748245
Jackson Courtney
Wealth AdvisorCRD 7746190
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 313Active vs passive
$776M in ETFs
73%
$564M
27%
$213M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $155M | 5,266,972 | 19.97% |
Location
Hunt Valley, MD
Baltimore
Location
Hunt Valley, MD
Headquartered in Hunt Valley, 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
- Baltimore
- Address
- 11019 Mc Cormick Rd
- Time zone
- ET (UTC-5)
- Office locations
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