firm profile
Financial Consulate
Overview
Financial Consulate is an SEC registered investment adviser based in Hunt Valley, MD, registered since 1983. It reports $1.1B in assets under management across 3,375 accounts, with 25 employees. It has 13 investment adviser representatives.
- Reported AUM
- $1.1B
- Discretionary
- 100%
- Accounts
- 3,375
- Average account
- $325K
- Employees
- 25
- Advisory reps
- 13
- Registered since
- 1983
- Jurisdictions
- 12
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 4
- Michael Patrick McCarthy Chief Executive Officer, President, Chief Compliance Officer CRD 5835406
- Andrew Vincent Tignanelli Founder, Chairman CRD 868434
- Charles B Bender III Chief Financial Officer CRD 5835396
1 more executive officer, with direct contact details
Advisory reps 3 of 13
- Roger Irvin Bair III Investment Adviser Rep CRD 1681148
- Charles B Bender III Investment Adviser Rep CRD 5835396
- Madison Madeleine Bennett Investment Adviser Rep CRD 7260132
10 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 11019 McCormick Rd Ste 200
Hunt Valley, MD 21031 - County
- Baltimore
- Metro area
- Baltimore-Columbia-Towson, MD
- Region
- South
Registrations
- SEC registered
- Registered in 12 jurisdictions
- Website: financialphysical.com
Every state, with registration dates
Similar firms near Hunt Valley
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- G10 LLCHunt Valley, MD$4.9B AUM
- Verdence Capital Advisors, LLCHunt Valley, MD$4.6B AUM
- Cornerstone AdvisoryHunt Valley, MD$2.2B AUM
- SC&H WealthHunt Valley, MD$1.2B AUM
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