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Consolidated Financial Management Group, LLC

● SEC registered since 2018CRD 119695SEC# 801-112968Dublin, OH
Export (members)
Reg. AUM
$516M
Employees
6
Accounts
1,467
Location
Dublin, OH

Consolidated Financial Management Group, LLC assets under management

Consolidated Financial Management Group, LLC is a registered investment adviser overseen by the SEC based in Dublin, OH. The firm has been registered since 2018. It reports $516 million in regulatory assets under management and employs 6 people.
www.investconsolidated.comView on SEC.gov ↗

Consolidated Financial Management Group, LLC owners & executives

7 reported
NameTitleOwnershipSince
Andrew Todd RoseberryMember10-25%1998
Edward Steele Bell ControlMember & Chief Compliance Officer10-25%2018
James Mark Curry ControlMember10-25%1998
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Frequently asked questions

How much does Consolidated Financial Management Group, LLC manage?

Consolidated Financial Management Group, LLC reports $516 million in regulatory assets under management on its Form ADV.

How many employees does Consolidated Financial Management Group, LLC have?

Consolidated Financial Management Group, LLC reports 6 employees.

Where is Consolidated Financial Management Group, LLC located?

Consolidated Financial Management Group, LLC is based in Dublin, OH and has been SEC-registered since 2018.

Does Consolidated Financial Management Group, LLC disclose fund performance?

Consolidated Financial Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5850 Venture Drive, Suite a, Dublin, OH 43017
Phone614-932-0000
Fax614-932-0199
Office hours9 a.m. To 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$203.4M
Non-discretionary$312.6M
Total (RAUM)$516M