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Consolidated Financial
Consolidated Financial is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 119695, SEC file 801-112968), with its main...
Overview
Consolidated Financial is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 119695, SEC file 801-112968), with its main office in Dublin, Ohio. Its Form ADV filed on 17 March 2026 reports $588.7M in regulatory assets under management across 1,495 accounts.
General information
Firm type
Registered Investment Adviser
AUM
$588.7M regulatory AUM (Form ADV, March 2026)
Location
Region
North America
Country
United States
City
Dublin
Corporate office
Dublin, OH, United States
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