THE FINANCIAL CONSULATE, INC
SEC file number 801-18829
· HUNT VALLEY, MD
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$782.3M
Discretionary AUM
$782.3M
Employees
23
Clients
8
Firm
- Address
- 11019 MCCORMICK ROAD
HUNT VALLEY, MD 21031 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- COUNT Financial, Inc. Medium name-match confidence · CIK 2153764 · WA
- Private Financial, Inc. Medium name-match confidence · CIK 2157624 · GA
- M FINANCIAL HOLDINGS INC Medium name-match confidence · CIK 1047852 · OR
- W FINANCIAL FUND, LP Medium name-match confidence · CIK 1248244 · NY
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Private Financial, Inc. · D · Oct 13, 2026$39.6M
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COUNT Financial, Inc. · D/A · Sep 17, 2026$4.1M
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COUNT Financial, Inc. · D · Sep 14, 2026$4M
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M FINANCIAL HOLDINGS INC · D · Mar 13, 2026$8.9M
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W FINANCIAL FUND, LP · D/A · Jan 23, 2026
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M FINANCIAL HOLDINGS INC · D · Mar 17, 2025$6.8M
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W FINANCIAL FUND, LP · D/A · Jan 29, 2025