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CONSOLIDATED FINANCIAL
Legal name: CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC
CRD 119695File 801-112968
APPROVED
Retail clients
Disclosure events
Filing as of Mar 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$588.7M
Above cohort median (national)
Discretionary AUM
$245.3M
Non-discretionary $343.5M
Clients
760
1,495 accounts
Employees
6
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 23, 2018
- Principal office
- 5850 VENTURE DRIVE, SUITE A, DUBLIN, OH, 43017
- Phone
- 614-932-0000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $588.7M
- Discretionary AUM
- $245.3M
- Non-discretionary AUM
- $343.5M
- Discretionary accounts
- 1,430
- Non-discretionary accounts
- 65
- Total accounts
- 1,495
- AUM per client
- $775K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 112 | $164.8M |
| Pension and profit sharing plans | 65 | $343.5M |
| Individuals (other than high net worth individuals) | 583 | $80.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D1
- Q11D2
- Q11D4
- Q11D5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 666 | 760 | increased by94 |
| Apr 1, 2026 | AUM | $516,040,000 | $588,710,957 | increased by$72,670,957 |
| Apr 1, 2026 | Accounts | 1,467 | 1,495 | increased by28 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 684 | 666 | decreased by18 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $411,000,000 | $516,040,000 | increased by$105,040,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 936 | 1,467 | increased by531 |
| Apr 1, 2022 | Employees | 3 | 5 | increased by2 |
| Apr 1, 2022 | Clients | 658 | 684 | increased by26 |
| Apr 1, 2022 | AUM | $362,000,000 | $411,000,000 | increased by$49,000,000 |
| Apr 1, 2022 | Accounts | 908 | 936 | increased by28 |
| 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 “CONSOLIDATED FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CONSOLIDATED FINANCIAL” 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.