The Financial Consulate Inc

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Assets, Funds, Holdings

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CAFR Data
The Financial Consulate Inc
CRD #106898
SEC #801-18829
CIK #
AUM $415.5 MM (98% Disc, 100% US, 2019-09-04)
Employees21 (52% Investors, 0% Brokers)
Phone410-823-7283
Address201 International Circle
Hunt Valley, MD 21030
Source [IAPD] [Website]
Total AUM ($MM)
4203362521688402000200620132020
Sector Issuer Cap ($MM) Value ($MM)
SCHF 13.8
ACIM 11.0
MKC 22,730.0 10.7
SCHB 10.6
SCHM 8.2
SCHX 6.8
RPG 6.7
GMF 5.9
AAPL 1,372,810.0 5.0
FNDX 3.7
View All
Holdings by Sector ($)
0.20.20.10.10.00.02013201520172020
Comparable Firms State AUM ($BB)
Allied Investment Advisors LLC
MT 0.4
Hanson & Doremus Investment Management
VT 0.4
Flaharty Asset Management LLC
FL 0.4
Preisz Associates Inc
OR 0.4
MELD Financial Inc
AL 0.4
Seabridge Wealth Management LLC
FL 0.4
Marathon Capital Group LLC
MA 0.4
The Johnston Group LLC
MN 0.4
Tealwood Asset Management Inc
MN 0.4
First Kentucky Securities Corporation
KY 0.4
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