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| Financial Council LLC
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|---|---|
| CRD # | 110748 |
| SEC # | 801-51360 |
| CIK # | 0001883629 |
| AUM | 1,270.7 M (2026-05-13) |
| Employees | 21 (48% Investors, 48% Brokers) |
| Phone | 410-821-9200 |
| Address | 100 West Road Towson, MD 21204 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.1 | ||
| Microsoft Corp | 4.0 | ||
| Nvidia Corp | 3.5 | ||
| Alphabet Inc | 1.9 | ||
| Coca Cola Co | 1.9 | ||
| Procter & Gamble Co | 1.8 | ||
| Alphabet Inc | 1.7 | ||
| J P Morgan Chase & Co | 1.6 | ||
| Amazon Com Inc | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 305 | 151.3 |
| (b) Individuals (high net worth individuals) | 343 | 1,117.2 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 1 | 2.2 |
| (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 | 1,565 | 1,270.7 |
| By Discretionary | ||
| Discretionary | 1,565 | 1,270.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,565 | 1,270.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,270.7 | |
| Total | 1,565 | 1,270.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001883629] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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