Financial Council, LLC

RIASEC RegisteredEst. 1996
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$812K
Accounts
1,565
Employees
21
Advisory reps
8

Firm details

Headquarters
Towson, Maryland
CRD number
110748
Registered since
February 26, 1996
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM
Client types
  • HNWI87.92%
  • Individuals11.91%
  • Charitable Organizations0.17%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Financial Council, LLC is an independent registered investment adviser structured as a limited liability company and operating since 1996. The firm is owner-managed and charges clients on a percentage-of-assets-under-management basis. Its client mix spans high-net-worth individuals and families as well as institutional and business clients, and its primary services are discretionary portfolio management for individuals/small businesses and for institutions or other business entities. According to filings, the firm does not position itself as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Public Funds/Mutual Funds 90%, Exchange Traded Equities 5%, Cash & Cash Equivalents 4%, State & Local Bonds 1%90%
  • Public Funds/Mutual Funds90%
  • Exchange Traded Equities5%
  • Cash & Cash Equivalents4%
  • State & Local Bonds1%

Owners & executives

2 of 2
  • Jeffrey Reynolds

    Jeffrey Reynolds

    Partner & Chief Administrative OfficerCRD 5547469

  • William Leeb

    William Leeb

    CEO and PartnerCRD 731563

Contacts

3 of 6
  • Lydia Durski

    Lydia Durski

    Financial AdvisorCRD 6806701

  • Jodi Greenlund

    Jodi Greenlund

    Co-OwnerCRD 4354261

  • Richard Tomaschefsky

    Richard Tomaschefsky

    Financial AdvisorCRD 7063856

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 58

Active vs passive

$374M in ETFs

Passive

43%

$161M

Active

56%

$213M

ETFProviderStyleCategoryValueShares% of portfolio
CAPITAL GROUP GLOBAL GROWTH EQUITY ETF (CGGO)Capital GroupActiveGlobal Large Stock Growth$66.9M1,580,30017.88%
Unlock additional holdings →

Location

Primary office

Towson, MD

Baltimore

Location

Towson, MD

Headquartered in Towson, 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
100 West Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Red Oak Financial Group

RIA

Towson, MD

AUM $1BTEAM 20REPS 7

SFG Wealth Management

RIA

Towson, MD

AUM $760MTEAM 19REPS 10

Calvert Street Capital Partners, Inc.

RIA

Towson, MD

AUM $663MTEAM 22REPS 6

Oliver Wealth Management

RIA

Towson, MD

AUM $340MTEAM 6REPS 5

Chesapeake Financial Advisors

RIA

Towson, MD

AUM $310MTEAM 10REPS 3

Greenspring Advisors, LLC

RIA

Towson, MD

AUM $6.5BTEAM 68REPS 46
More RIAs in Towson →All Maryland RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth