← Directory
FINANCIAL COUNCIL, LLC
CRD 110748File 801-51360
APPROVED
Retail clients
Custody
Filing as of May 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.27B
Above cohort median (national)
Discretionary AUM
$1.27B
Clients
649
1,565 accounts
Employees
21
Above cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 26, 1996
- Principal office
- 100 WEST ROAD, SUITE 500, TOWSON, MD, 21204
- Phone
- 410-821-9200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.27B
- Discretionary AUM
- $1.27B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,565
- Non-discretionary accounts
- 0
- Total accounts
- 1,565
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $2.2M |
| High net worth individuals | 343 | $1.12B |
| Individuals (other than high net worth individuals) | 305 | $151.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 640 | 649 | increased by9 |
| Apr 1, 2026 | AUM | $1,099,779,929 | $1,270,749,770 | increased by$170,969,841 |
| Apr 1, 2026 | Accounts | 1,502 | 1,565 | increased by63 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 21 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,279 | 640 | decreased by639 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $850,289,000 | $1,099,779,929 | increased by$249,490,929 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,279 | 1,502 | increased by223 |
| Apr 1, 2022 | Clients | 885 | 1,279 | increased by394 |
| Apr 1, 2022 | AUM | $752,252,000 | $850,289,000 | increased by$98,037,000 |
| Apr 1, 2022 | Accounts | 1,177 | 1,279 | increased by102 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FINANCIAL COUNCIL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FINANCIAL COUNCIL” may also match similarly-named firms). Confirm identity against each filing.
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.