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MarketCounsel Consulting
MarketCounsel Consulting is the leading business and regulatory compliance consultancy for independent RIAs, founded by Brian Hamburger in 2000.
MarketCounsel Consulting
MarketCounsel Consulting is the leading business and regulatory compliance consultancy to the independent investment advisors.
General information
Firm type
Consultancy
Year founded
2000
AUM
Undisclosed
Location
Region
North America
Country
United States
City
St. Petersburg
Corporate office
St. Petersburg, FL, United States
Principals
Brian Hamburger
President and CEO
Daniel Bernstein
Chief Regulatory Counsel
Clifton Schaller
Chief of Operations
Walter Booker
Managing Director, Administration
Sector focus
Frequently asked questions
Who runs investment decisions at MarketCounsel?
MarketCounsel is not an investment firm and does not manage capital. It is a consultancy. Brian Hamburger serves as President and CEO, overseeing the firm's strategy and operations.
How does MarketCounsel source proprietary deal flow?
MarketCounsel does not source deals. Its RIA Incubator and consulting services help advisors transition to independence. The firm's event business, including The MarketCounsel Summit, builds community among wealth management leaders.
Is MarketCounsel structured as a single family office or does it operate more like a venture firm?
Neither. MarketCounsel is a privately held consultancy. It is not a family office or an investment firm. It operates three service lines: the RIA Incubator, compliance management platform, and custom consulting.
Does MarketCounsel participate in fund commitments or only direct deals?
MarketCounsel does not make fund commitments or direct investments. It provides business and regulatory compliance consulting to independent investment advisors.
What is MarketCounsel's known posture on co-investments alongside external GPs?
MarketCounsel does not participate in co-investments. Its role is advisory, not allocative. It helps RIAs and wealth managers structure their own investment platforms.
Where does the underlying wealth come from?
MarketCounsel is a consultancy, not a wealth owner. Its revenues come from fees for its consulting, compliance, and event services. The firm does not disclose ownership structure.
Does MarketCounsel maintain philanthropic structures, and how are they separated?
Yes, the MarketCounsel Foundation is the firm's philanthropic arm. Brian Hamburger serves as its chairman. Separately, Hamburger is a director of the Invest in Others charitable foundation.
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