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FINANCIAL CONSULTANTS GROUP INC
CRD 108062File 801-123013
APPROVED
Retail clients
Custody
Filing as of Jul 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$188.2M
Bottom 25% of cohort (national)
Discretionary AUM
$184.7M
Non-discretionary $3.5M
Clients
245
577 accounts
Employees
8
Bottom 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jan 10, 2022
- Principal office
- 1080 SANDERS ROAD, SUITE 300, CUMMING, GA, 30041
- Phone
- 770-627-2121
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $188.2M
- Discretionary AUM
- $184.7M
- Non-discretionary AUM
- $3.5M
- Discretionary accounts
- 567
- Non-discretionary accounts
- 10
- Total accounts
- 577
- AUM per client
- $768K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 64 | $118.1M |
| Pension and profit sharing plans | 10 | $3.5M |
| Individuals (other than high net worth individuals) | 171 | $66.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.