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| Frederick Financial Consultants LLC
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|---|---|
| CRD # | 314290 |
| SEC # | 801-121334 |
| CIK # | 0002055328 |
| AUM | 551.1 M (2026-03-19) |
| Employees | 7 (86% Investors, 57% Brokers) |
| Phone | 301-228-9300 |
| Address | 7101 Guilford Drive, Frederick, MD 21704 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.7 | ||
| Sherwin Williams Co | 4.1 | ||
| Nvidia Corp | 3.3 | ||
| Lockheed Martin Corp | 1.9 | ||
| Microsoft Corp | 1.7 | ||
| Tesla Motors Inc | 1.6 | ||
| Alphabet Inc | 1.5 | ||
| International Business Machines Corp | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 498 | 110.1 |
| (b) Individuals (high net worth individuals) | 318 | 439.1 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (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 | 6 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 822 | 551.1 |
| By Discretionary | ||
| Discretionary | 822 | 551.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 822 | 551.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 551.1 | |
| Total | 822 | 551.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002055328] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 16 |
| Serves | Retail |
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