Frederick Financial Consultants, LLC
● SEC registered since 2021CRD 314290SEC# 801-121334Frederick, MD
Reg. AUM
$551.1M
Employees
7
Accounts
822
Location
Frederick, MD
Frederick Financial Consultants, LLC assets under management
Frederick Financial Consultants, LLC operates as an SEC-registered investment adviser based in Frederick, MD. The firm has been registered since 2021. It reports $551.1 million in regulatory assets under management and employs 7 people.
Frederick Financial Consultants, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian A Williamson Control | Managing Member | Under 5% | 2021 |
| Brian L Runkles, Inc Control | Owner | 25-50% | 2021 |
| Brian Leigh Runkles Control | Chief Compliance Officer And Managing Member | Under 5% | 2021 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Frederick Financial Consultants, LLC manage?
Frederick Financial Consultants, LLC reports $551.1 million in regulatory assets under management on its Form ADV.
How many employees does Frederick Financial Consultants, LLC have?
Frederick Financial Consultants, LLC reports 7 employees.
Where is Frederick Financial Consultants, LLC located?
Frederick Financial Consultants, LLC is based in Frederick, MD and has been SEC-registered since 2021.
Does Frederick Financial Consultants, LLC disclose fund performance?
Frederick Financial Consultants, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7101 Guilford Drive,, Suite 104, Frederick, MD 21704 |
| Phone | (301) 228-9300 |
| Office hours | 9 a.m. - 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$551.1M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$551.1Mregulatory AUM
Discretionary $551.1M