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Financial Counseling, Inc.

● SEC registered since 2019CRD 119969SEC# 801-114518Springboro, OH
Export (members)
Reg. AUM
$92.4M
Employees
3
Accounts
672
Location
Springboro, OH

Financial Counseling, Inc. assets under management

Financial Counseling, Inc. is an investment advisory firm registered with the SEC based in Springboro, OH. The firm has been registered since 2019. It reports $92.4 million in regulatory assets under management and employs 3 people.
www.financialcounselinginc.comView on SEC.gov ↗

Financial Counseling, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Stevan Michael Vaughan ControlChief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Operations OfficerOver 75%2000

Frequently asked questions

How much does Financial Counseling, Inc. manage?

Financial Counseling, Inc. reports $92.4 million in regulatory assets under management on its Form ADV.

How many employees does Financial Counseling, Inc. have?

Financial Counseling, Inc. reports 3 employees.

Where is Financial Counseling, Inc. located?

Financial Counseling, Inc. is based in Springboro, OH and has been SEC-registered since 2019.

Does Financial Counseling, Inc. disclose fund performance?

Financial Counseling, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address582 N. Main St., Springboro, OH 45066
Phone937-748-8710
Fax937-748-8910
Office hours8:30 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$91.7M
Non-discretionary$700K
Total (RAUM)$92.4M