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| The Financial Consulate Inc
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|---|---|
| CRD # | 106898 |
| SEC # | 801-18829 |
| CIK # | 0001624510, 0001865938 |
| AUM | 1.1 B (2026-02-03) |
| Employees | 25 (52% Investors, 0% Brokers) |
| Phone | 410-823-7283 |
| Address | 11019 Mccormick Road Hunt Valley, MD 21031 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 19.6 | ||
| McCormick & Co Inc | 9.3 | ||
| Patrick Industries Inc | 5.8 | ||
| Nvidia Corp | 4.8 | ||
| 10X Genomics Inc | 3.3 | ||
| Microsoft Corp | 3.0 | ||
| PNC Financial Services Group Inc | 2.6 | ||
| Amazon Com Inc | 2.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 516 | 242.6 |
| (b) Individuals (high net worth individuals) | 328 | 845.2 |
| (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 | 5 | 7.5 |
| (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 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 3,375 | 1,095.9 |
| By Discretionary | ||
| Discretionary | 3,375 | 1,095.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,375 | 1,095.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,095.9 | |
| Total | 3,375 | 1,095.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001624510] | |
| SC 13G | [0001624510] | |
| 13F-HR | [0001865938] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Financial Consulate Inc | Harris & Harris Group Inc /NY/ | [2015-01-20] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 10 |
| Serves | Institutional, Retail, Research |
| LEI | 521281169 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sharkey Howes & Javer Inc
✚
|
CO | 1.1 B |
|
Ameriserv Wealth Advisors Inc
✚
|
PA | 1.1 B |
|
Financial Advisors Network Inc
✚
|
CA | 1.1 B |
|
Navellier & Associates Inc
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|
NV | 1.1 B |
|
One Charles Private Wealth Services LLC
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|
MA | 1.1 B |
|
The Joseph Group LLC
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|
OH | 1.1 B |
|
Lineweaver Wealth Advisors LLC
✚
|
OH | 1.1 B |
|
Hendershot Investments Inc
✚
|
1.1 B | |
|
Ategenos Capital LLC
✚
|
PA | 1.1 B |
|
Pivotal Advisors LLC
✚
|
NY | 1.1 B |