RIA Intel›Advisers›District of Columbia›MABERY CONSULTING, LLC

MABERY CONSULTING, LLC

Advisory

DC

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

Average account

$284K

across 4 accounts

AUM per adviser

$1M

1 advisers

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

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$1M

Discretionary AUM$1M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients18

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDC, MD

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

18 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in DC

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

BENNETT GROUP FINANCIAL SERVICES, LLC

$1M

LUND CAPITAL MANAGEMENT LLC

$1M

ALLISON STREET ADVISORS

$650K

ACON SAGA MANAGER L.L.C.

$482K

RSA FMO MANAGER, LLC

$2M

GB INVESTMENTS LLC

$2M

Get the full picture on MABERY CONSULTING, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MABERY CONSULTING, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans