Hedge Fund Database

FINANCIAL CONSULATE

THE FINANCIAL CONSULATE, INC Legal Name

Adviser information for FINANCIAL CONSULATE last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Maryland, United States

Employees

Total Number of Employees 23
Investment Advisory/Research 12
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 12
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 3,093 $782.3M
Non-Discretionary 0 $0
Total 3,093 $782.3M

Clients

Type Number RAUM
Individuals 637 $177.1M
HNW Individuals 264 $587.7M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 10 $16.9M
Charitable organizations <5 $3,418
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $647,035
Other 0 $0
Type Number
No. of Non-RAUM Clients 8
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1000

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshopsTAX, ACCOUNTING & ESTATE ADVISORY
Compensation % of AUMHourly chargesFixed fees
Other Business Activities Accountant or accounting firm

Identifiers

SEC RIA File Number 801-18829
SEC ERA File Number 801-18829
SEC CIK Numbers 1624510
SEC CRD Numbers 106898
Legal Entity Identifier 521281169

Principal Office

11019 MCCORMICK ROAD
SUITE 200
HUNT VALLEY
MD
United States
Monday - Friday, 8AM TO 5PM
Tel: 410-823-7283, Fax: 410-771-3006

Websites

www.financialconsulate.com www.drewtignanelli.com www.drewtig.com www.financialphysical.com www.financialphysical.net www.lessentheworry.com www.lessentheworry.net www.moneyrichesandwealth.com www.facebook.com/financialconsulate twitter.com/thefincon www.linkedin.com/company/823940 www.youtube.com/@thefinancialconsulate1651

Chief Compliance Officer

MCCARTHY, MICHAEL P
CHIEF COMPLIANCE OFFICER
11019 MCCORMICK ROAD
SUITE 200
HUNT VALLEY
MD
United States
Tel: 410.823.7283
Fax: 410.771.3006
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
O'SHEA, CHRISTOPHER, JOHN Individual – CHIEF INVESTMENT OFFICER 01/2019 < 5%
TIGNANELLI, ANDREW, VINCENT Individual – FOUNDER AND CHAIRMAN 08/2020 > 75%
MCCARTHY, MICHAEL, PATRICK Individual – CHIEF EXECUTIVE OFFICER, PRESIDENT, AND CHIEF COMPLIANCE OFFICER 08/2020 < 5%
BENDER, CHARLES, B Individual – CHIEF FINANCIAL OFFICER 05/2006 5-10%

No. Employees, Historic

30150201920202021202220232024202521 on 9/4/201921 on 6/19/202020 on 8/13/202020 on 10/14/202021 on 3/8/202121 on 8/6/202121 on 9/29/202121 on 1/6/202221 on 1/6/202223 on 2/16/202223 on 3/24/202223 on 3/13/202323 on 12/1/202323 on 3/26/202423 on 3/27/2024

RAUM, Historic

800M400M02019202020212022202320242025415467793 on 9/4/2019457940505 on 6/19/2020457940505 on 8/13/2020457940505 on 10/14/2020585411342 on 3/8/2021585411342 on 8/6/2021585411342 on 9/29/2021585411342 on 1/6/2022585411342 on 1/6/2022660299744 on 2/16/2022660299744 on 3/24/2022589981611 on 3/13/2023589981611 on 12/1/2023782269600 on 3/26/2024782269600 on 3/27/2024

No. Clients, Historic

2,0001,00002019202020212022202320242025951 on 9/4/2019988 on 6/19/2020988 on 8/13/2020988 on 10/14/20201005 on 3/8/20211005 on 8/6/20211005 on 9/29/20211005 on 1/6/20221005 on 1/6/20221047 on 2/16/20221047 on 3/24/2022995 on 3/13/2023995 on 12/1/2023911 on 3/26/2024911 on 3/27/2024

Holdings

From latest 13F, filed July 19th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
180 DEGREE CAP CORP COM NEW 2M 447K –
DIMENSIONAL ETF TRUST US HIGH PROFITAB 32M 1M –
FRANKLIN TEMPLETON ETF TR US MID CP MLTFCT 15M 286K –
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 201K 5K –
ISHARES TR CORE S&P500 ETF 3M 5K –
ISHARES TR CORE S&P TTL STK 1M 11K –
ISHARES TR CORE US AGGBD ET 977K 10K –
ISHARES TR S&P SML 600 GWT 689K 5K –
ISHARES TR RUS 1000 GRW ETF 427K 1K –
PIMCO EQUITY SER RAFI DYN MULTI 32M 1M –
SCHWAB STRATEGIC TR US LRG CAP ETF 75M 1M –
SCHWAB STRATEGIC TR INTL EQTY ETF 51M 1M –
SCHWAB STRATEGIC TR FUNDAMENTAL US B 36M 549K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 20M 258K –
SCHWAB STRATEGIC TR INTL SCEQT ETF 6M 160K –
SCHWAB STRATEGIC TR US BRD MKT ETF 2M 40K –
SCHWAB STRATEGIC TR INT-TRM U.S TRES 2M 47K –
SCHWAB STRATEGIC TR US LCAP GR ETF 477K 5K –
SCHWAB STRATEGIC TR SHT TM US TRES 461K 10K –
SCHWAB STRATEGIC TR US AGGREGATE B 448K 10K –
SCHWAB STRATEGIC TR US MID-CAP ETF 264K 3K –
SPDR INDEX SHS FDS ASIA PACIF ETF 8M 76K –
SPDR INDEX SHS FDS PORTFLI MSCI GBL 2M 38K –
SPDR INDEX SHS FDS MSCI ACWI EXUS 1M 38K –
SPDR SER TR S&P 600 SMCP GRW 8M 95K –
SPDR SER TR PORTFOLIO S&P500 716K 11K –
SPDR SER TR PRTFLO S&P500 GW 337K 4K –
T ROWE PRICE ETF INC CAP APPRECIATION 17M 531K –
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 608K 13K –
VANGUARD INDEX FDS S&P 500 ETF SHS 1M 2K –
VANGUARD INDEX FDS TOTAL STK MKT 276K 1K –
VANGUARD MALVERN FDS STRM INFPROIDX 20M 406K –
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 227K 3K –
VANGUARD WORLD FD INF TECH ETF 1M 2K –
VANGUARD WORLD FD INDUSTRIAL ETF 384K 2K –