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| Keyboard |
| Financial Consultants Group Inc
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|---|---|
| CRD # | 108062 |
| SEC # | 801-123013 |
| CIK # | |
| AUM | 188.2 M (2026-03-12) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 770-627-2121 |
| Address | 1080 Sanders Road Cumming, GA 30041 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 171 | 66.6 |
| (b) Individuals (high net worth individuals) | 64 | 118.1 |
| (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 | 10 | 3.5 |
| (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 | 577 | 188.2 |
| By Discretionary | ||
| Discretionary | 567 | 184.7 |
| Non-Discretionary | 10 | 3.5 |
| Total | 577 | 188.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 188.2 | |
| Total | 577 | 188.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 16 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
ELM3 Financial Group LLC
✚
|
GA | 189.0 M |
|
Bledsoe Asset Management LLC
✚
|
AZ | 189.0 M |
|
Keith Hamilton Inc
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|
CA | 188.9 M |
|
Seed Wealth Management Inc
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|
188.8 M | |
|
Rembrandt Financial Group LLC
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|
TX | 188.6 M |
|
Frank Financial Services
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|
CA | 188.2 M |
|
Finsym Partners LLC
✚
|
188.0 M | |
|
Rothwell Investment Advisors LLC
✚
|
MA | 187.7 M |
|
CDKV Holdings LLC
✚
|
CO | 187.5 M |
|
Durante & Waters LLC
✚
|
NY | 187.4 M |