SEC Form ADV

FINANCIAL CONSULATE

Firm profile: Financial Consulate — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMD
$1.1B
Assets Under Management
10
Total Clients
25
Employees
Get LP Contact Details

Registration Details

Accession
crd-106898
Location
HUNT VALLEY, MD
Filing Date
August 13, 2026
AUM
$1.1B
Total Clients
10
Institutional Clients
5
Employees
25
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCorporations

About this Adviser

FINANCIAL CONSULATE is a registered investment adviser headquartered in HUNT VALLEY, MD, managing approximately $1.1B in assets across 10 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.