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| Frederick Financial Consultants LLC
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|---|---|
| CRD # | 314290 |
| SEC # | 801-121334 |
| CIK # | 0002055328 |
| AUM | $471.1 M (2025-03-10) |
| Employees | 7 (86% Investors, 57% Brokers) |
| Phone | 301-228-9300 |
| Address | 7101 Guilford Drive, Frederick, MD 21704 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.5 | ||
| Sherwin Williams Co | 4.4 | ||
| Nvidia Corp | 3.3 | ||
| Microsoft Corp | 2.4 | ||
| International Business Machines Corp | 1.9 | ||
| Lockheed Martin Corp | 1.4 | ||
| Tesla Motors Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 537 | 159.4 |
| (b) Individuals (high net worth individuals) | 225 | 309.3 |
| (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 | 0 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,494 | 471.1 |
| By Discretionary | ||
| Discretionary | 2,494 | 471.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,494 | 471.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 471.1 | |
| Total | 2,494 | 471.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002055328] |
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|---|---|---|
|
Libra Wealth LLC
✚
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CA | 0.5 |
|
McLaughlin Ryder Investments Inc
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VA | 0.5 |
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Walter C Flower & Co Inc
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0.5 | |
|
Wellington Shields & Co LLC
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NY | 0.5 |
|
DDFG Inc
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CA | 0.5 |
|
Hoxton Wealth USA LLC
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NJ | 0.5 |
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Stokes Capital Advisors LLC
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SC | 0.5 |
|
Drexel Morgan & Co
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PA | 0.5 |
|
Narus Financial Partners LLC
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UT | 0.5 |
|
Vickerman Investment Advisors Inc
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WA | 0.5 |