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| Consolidated Financial Management Group LLC
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|---|---|
| CRD # | 119695 |
| SEC # | 801-112968 |
| CIK # | 0001556168 |
| AUM | 588.7 M (2026-03-17) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 614-932-0000 |
| Address | 5850 Venture Drive Dublin, OH 43017 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Micron Technology Inc | 40.5 | ||
| Broadcom Inc | 24.5 | ||
| Nvidia Corp | 24.3 | ||
| Alphabet Inc | 22.6 | ||
| Apple Inc | 16.7 | ||
| Palo Alto Networks Inc | 13.0 | ||
| Amazon Com Inc | 12.7 | ||
| Blackstone Group LP | 10.4 | ||
| Microsoft Corp | 10.3 | ||
| Citigroup Inc | 10.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 583 | 80.5 |
| (b) Individuals (high net worth individuals) | 112 | 164.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 65 | 343.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,495 | 588.7 |
| By Discretionary | ||
| Discretionary | 1,430 | 245.3 |
| Non-Discretionary | 65 | 343.5 |
| Total | 1,495 | 588.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 588.7 | |
| Total | 1,495 | 588.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001556168] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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|---|---|---|
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