Financial Consultants Group Inc
● SEC registered since 2022CRD 108062SEC# 801-123013Cumming, GA
Reg. AUM
$188.2M
Employees
8
Accounts
577
Location
Cumming, GA
Financial Consultants Group Inc assets under management
Financial Consultants Group Inc operates as an SEC-registered investment adviser based in Cumming, GA. The firm has been registered since 2022. It reports $188.2 million in regulatory assets under management and employs 8 people.
Financial Consultants Group Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Lytal Fountain Control | President | Over 75% | 2019 |
| Sandra Cathleen Fricks | Secretary / Cco | Under 5% | 2018 |
Frequently asked questions
How much does Financial Consultants Group Inc manage?
Financial Consultants Group Inc reports $188.2 million in regulatory assets under management on its Form ADV.
How many employees does Financial Consultants Group Inc have?
Financial Consultants Group Inc reports 8 employees.
Where is Financial Consultants Group Inc located?
Financial Consultants Group Inc is based in Cumming, GA and has been SEC-registered since 2022.
Does Financial Consultants Group Inc disclose fund performance?
Financial Consultants Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1080 Sanders Road, Suite 300, Cumming, GA 30041 |
| Phone | 770-627-2121 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$188.2M▲ 35%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$188.2Mregulatory AUM
Discretionary $184.7MNon-discretionary $3.5M