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 Aug 17, 2026

Regulatory AUM

$588.7M

Above cohort median (national)

Discretionary AUM

$245.3M

Non-discretionary $343.5M

Clients

760

1,495 accounts

Employees

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
Website: HTTP://WWW.INVESTCONSOLIDATED.COM

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, 5G

Compensation

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
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.