Overview
Assets Under Management: $589 million
Headquarters: DUBLIN, OH
High-Net-Worth Clients: 112
Average Client Assets: $1.5 million
Frequently Asked Questions
CONSOLIDATED FINANCIAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #119695), CONSOLIDATED FINANCIAL is subject to fiduciary duty under federal law.
CONSOLIDATED FINANCIAL is headquartered in DUBLIN, OH.
CONSOLIDATED FINANCIAL serves 112 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, CONSOLIDATED FINANCIAL offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CONSOLIDATED FINANCIAL manages $589 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, CONSOLIDATED FINANCIAL serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 112
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.99%
Average Client Assets: $1.5 million
Total Client Accounts: 1,495
Discretionary Accounts: 1,430
Non-Discretionary Accounts: 65
Regulatory Filings
CRD Number: 119695
Filing ID: 2070571
Last Filing Date: 2026-03-17 14:45:16