RIA Intel›Advisers›Ohio›FINANCIAL MANAGEMENT CONSULTANTS, INC.

FINANCIAL MANAGEMENT CONSULTANTS, INC.

Advisory

COLUMBUS, OH

Data as of Jan 9, 2026 · Source: SEC Form ADV

Average account

$95K

across 81 accounts

AUM per adviser

$8M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 9, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$8M

Discretionary AUM$0

Non-Discretionary AUM$8M

Discretionary %0%

Total Clients81

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

81 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

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COGNITION FINANCIAL LLC

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3CM CAPITAL MANAGEMENT, LLC

$8M

DERENZO ADVISORS LLC

$8M

ATHYRA FINANCIAL PARTNERS, LLC

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