Financial Council, LLC

Overview

Financial Council, LLC is an SEC registered investment adviser based in Towson, MD, registered since 1996. It reports $1.3B in assets under management across 1,565 accounts, with 21 employees.

Reported AUM

$1.3B

Discretionary

100%

Accounts

1,565

Average account

$812K

Employees

21

Registered since

1996

Jurisdictions

14

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 4

• William Michael Leeb President, Chief Executive Officer, Chief Investment Officer CRD 731563
• David Raymond Travis Chief Financial Officer CRD 2908037
• Jeffrey Robert Reynolds Chief Advisory Officer CRD 5547469

1 more executive officer, with direct contact details

Location

Headquarters

100 West Rd Ste 500
Towson, MD 21204

County

Baltimore

Metro area

Baltimore-Columbia-Towson, MD

Region

South

Registrations

• SEC registered
• Registered in 14 jurisdictions
• Website: financialcouncil.com

Every state, with registration dates

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