RIA Intel›Advisers›Maryland›FREDERICK FINANCIAL CONSULTANTS, LLC

FREDERICK FINANCIAL CONSULTANTS, LLC

Advisory

N·FREDERICK, MD

Data as of Mar 19, 2026 · Source: SEC Form ADV

Total AUM
$551M
1-Year AUM Growth
+16.4%
3-Year CAGR
+4.0%
Employees
6
Assets Under Management
Total AUM$551M
Discretionary AUM$551M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients762
Team
Total Employees6
Investment Advisers7
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record8
First FilingApr 28, 2021
Latest FilingMar 19, 2026
🔒 Full AUM trend chart and 8 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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