Financial Council, LLC
● SEC registered since 1996CRD 110748SEC# 801-51360Towson, MD
Reg. AUM
$1.27B
Employees
21
Accounts
1,565
Location
Towson, MD
Financial Council, LLC assets under management
Financial Council, LLC is an SEC-registered investment adviser based in Towson, MD. The firm has been registered since 1996. It reports $1.3 billion in regulatory assets under management and employs 21 people.
Financial Council, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Raymond Travis Control | Chief Financial Officer | 5-10% | 2024 |
| Jeffrey Robert Reynolds Control | Chief Advisory Officer | 5-10% | 2024 |
| Jodi Louise Greenlund | Chief Operating Officer | 5-10% | 2022 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Financial Council, LLC manage?
Financial Council, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Financial Council, LLC have?
Financial Council, LLC reports 21 employees.
Where is Financial Council, LLC located?
Financial Council, LLC is based in Towson, MD and has been SEC-registered since 1996.
Does Financial Council, LLC disclose fund performance?
Financial Council, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 West Road, Suite 500, Towson, MD 21204 |
| Phone | 410-821-9200 |
| Fax | 410-821-5040 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1883629 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.27B▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$1.27Bregulatory AUM
Discretionary $1.27B