The Financial Consulate, Inc
● SEC registered since 1983CRD 106898SEC# 801-18829Hunt Valley, MD
Reg. AUM
$1.1B
Employees
25
Accounts
3,375
Location
Hunt Valley, MD
The Financial Consulate, Inc assets under management
The Financial Consulate, Inc operates as an SEC-registered investment adviser based in Hunt Valley, MD. The firm has been registered since 1983. It reports $1.1 billion in regulatory assets under management and employs 25 people.
The Financial Consulate, Inc owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Vincent Tignanelli Control | Founder And Chairman | Over 75% | 2020 |
| Charles B Bender Control | Chief Financial Officer | 5-10% | 2006 |
| Christopher John O'Shea Control | Chief Investment Officer | Under 5% | 2019 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does The Financial Consulate, Inc manage?
The Financial Consulate, Inc reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does The Financial Consulate, Inc have?
The Financial Consulate, Inc reports 25 employees.
Where is The Financial Consulate, Inc located?
The Financial Consulate, Inc is based in Hunt Valley, MD and has been SEC-registered since 1983.
Does The Financial Consulate, Inc disclose fund performance?
The Financial Consulate, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11019 McCormick Road, Suite 200, Hunt Valley, MD 21031 |
| Phone | 410-823-7283 |
| Fax | 410-771-3006 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.1B▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$1.1Bregulatory AUM
Discretionary $1.1B