LP Profile

Financial Consulate

Also known as financial consulate

Wealth ManagerHunt Valley, United StatesFounded 1983
$1.1B
Assets Under Management
Hunt Valley
Headquarters
Investment Focus

About Financial Consulate

Financial Consulate is a financial advisory firm based in Hunt Valley, Maryland, founded in 1983, with about $1.1 billion in assets under management. It also serves clients from Amelia Island, Florida, and across the country. The firm provides financial planning, tax planning and retirement strategies for pre-retirees and retirees, including individuals and families. It offers an introductory call to prospective clients.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Financial Consulate from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.1B
Total Clients
3,375
Filing Date
February 3, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Financial Consulate across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Financial Consulate?

Financial Consulate is a wealth manager based in Hunt Valley, United States, managing approximately $1.1B in assets.

Where is Financial Consulate headquartered?

Financial Consulate is headquartered in Hunt Valley, United States.

How much does Financial Consulate manage?

Financial Consulate manages approximately $1.1B in assets under management.

When was Financial Consulate founded?

Financial Consulate was founded in 1983.

How can I contact Financial Consulate?

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