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Frederick Financial Consultants, LLC

● SEC registered since 2021CRD 314290SEC# 801-121334Frederick, MD
Export (members)
Reg. AUM
$471.1M
Employees
7
Accounts
2,494
Location
Frederick, MD

Frederick Financial Consultants, LLC assets under management

Frederick Financial Consultants, LLC operates as an SEC-registered investment adviser based in Frederick, MD. The firm has been registered since 2021. It reports $471.1 million in regulatory assets under management and employs 7 people.

Frederick Financial Consultants, LLC owners & executives

9 reported
NameTitleOwnershipSince
Brian A Williamson ControlManaging MemberUnder 5%2021
Brian L Runkles, Inc ControlOwner25-50%2021
Brian Leigh Runkles ControlChief Compliance Officer And Managing MemberUnder 5%2021
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Frequently asked questions

How much does Frederick Financial Consultants, LLC manage?

Frederick Financial Consultants, LLC reports $471.1 million in regulatory assets under management on its Form ADV.

How many employees does Frederick Financial Consultants, LLC have?

Frederick Financial Consultants, LLC reports 7 employees.

Where is Frederick Financial Consultants, LLC located?

Frederick Financial Consultants, LLC is based in Frederick, MD and has been SEC-registered since 2021.

Does Frederick Financial Consultants, LLC disclose fund performance?

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

Contact & registration

Address7101 Guilford Drive,, Suite 104, Frederick, MD 21704
Phone(301) 228-9300
Office hours9 a.m. - 5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$471.1M
Non-discretionary$0
Total (RAUM)$471.1M