THE FINANCIAL CONSULATE, INC
Legal name: FINANCIAL CONSULATE
CRD #106898 SEC #801-18829 HUNT VALLEY, MD 410-823-7283
SEC Registered
Total AUM
$930M
Discretionary
$930M
Employees
22
Clients
--
Accounts
3,597
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $930M | $930M | $0 | 22 | 0 |
| Oct 2025 | $930M | $930M | $0 | 23 | 0 |
| Aug 2025 | $930M | $930M | $0 | 23 | 0 |
| Mar 2025 | $930M | $930M | $0 | 23 | 0 |
| Dec 2024 | $782.3M | $782.3M | $0 | 23 | 8 |
| Nov 2024 | $782.3M | $782.3M | $0 | 23 | 8 |
| Jul 2024 | $782.3M | $782.3M | $0 | 23 | 8 |
| May 2024 | $782.3M | $782.3M | $0 | 23 | 8 |
| Mar 2024 | $782.3M | $782.3M | $0 | 23 | 8 |
| Mar 2024 | $782.3M | $782.3M | $0 | 23 | 8 |
| Dec 2023 | $590M | $583M | $7M | 23 | 13 |
| Mar 2023 | $590M | $583M | $7M | 23 | 13 |
| Mar 2022 | $660.3M | $651.4M | $8.9M | 23 | 25 |
| Feb 2022 | $660.3M | $651.4M | $8.9M | 23 | 25 |
| Jan 2022 | $585.4M | $576.8M | $8.6M | 21 | 24 |
| Sep 2021 | $585.4M | $576.8M | $8.6M | 21 | 24 |
| Aug 2021 | $585.4M | $576.8M | $8.6M | 21 | 24 |
| Mar 2021 | $585.4M | $576.8M | $8.6M | 21 | 24 |
| Oct 2020 | $457.9M | $450.5M | $7.5M | 20 | 36 |
| Aug 2020 | $457.9M | $450.5M | $7.5M | 20 | 36 |
| Jun 2020 | $457.9M | $450.5M | $7.5M | 21 | 36 |
| Sep 2019 | $415.5M | $407.8M | $7.7M | 21 | 36 |
| Mar 2019 | $415.5M | $407.8M | $7.7M | 21 | 36 |
| Mar 2018 | $390.3M | $382M | $8.3M | 19 | 30 |
| Feb 2017 | $297.3M | $297.3M | $0 | 21 | 900 |
| Sep 2016 | $302.6M | $279.2M | $23.4M | 21 | 900 |
| Mar 2016 | $302.6M | $279.2M | $23.4M | 21 | 900 |
| Jun 2015 | $339.5M | $320.8M | $18.8M | 21 | 900 |
| Mar 2015 | $339.5M | $320.8M | $18.8M | 21 | 900 |
| Feb 2015 | $339.5M | $320.8M | $18.8M | 21 | 900 |
| Jan 2015 | $334M | $315.5M | $18.4M | 15 | 900 |
| Jun 2014 | $323.2M | $305.2M | $18M | 14 | 900 |
| Mar 2014 | $323.2M | $305.2M | $18M | 14 | 900 |
| Nov 2013 | $311M | $294M | $17M | 14 | 800 |
| Oct 2013 | $311M | $294M | $17M | 14 | 800 |
| Jun 2013 | $281.1M | $267.9M | $13.2M | 12 | 800 |
| Apr 2013 | $281.1M | $267.9M | $13.2M | 12 | 800 |
| Dec 2012 | $261M | $250M | $11M | 10 | 700 |
| Jun 2012 | $261M | $250M | $11M | 11 | 700 |
| May 2012 | $261M | $250M | $11M | 11 | 700 |
| Apr 2012 | $261M | $250M | $11M | 11 | 700 |
| Mar 2012 | $261M | $250M | $11M | 11 | 700 |
| May 2011 | $253M | $239.5M | $13.5M | -- | -- |
| Mar 2010 | $212M | $180M | $32M | -- | -- |
| Apr 2009 | $165M | $155M | $10M | -- | -- |
| Jan 2008 | $175M | $165M | $10M | 10 | -- |
| Jun 2007 | $138.8M | $124.4M | $14.4M | 10 | -- |
| Jan 2007 | $138.8M | $124.4M | $14.4M | 10 | -- |
| Nov 2006 | $101.6M | $95.7M | $5.9M | 10 | -- |
| Mar 2006 | $101.6M | $95.7M | $5.9M | 10 | -- |
| Jun 2005 | $88.7M | $84.8M | $3.9M | 5 | -- |
| Jul 2001 | $49.3M | $47.7M | $1.6M | 5 | -- |
DateDec 2025
Total AUM$930M
Discretionary$930M
Non-Disc.$0
Employees22
Clients0
DateOct 2025
Total AUM$930M
Discretionary$930M
Non-Disc.$0
Employees23
Clients0
DateAug 2025
Total AUM$930M
Discretionary$930M
Non-Disc.$0
Employees23
Clients0
DateMar 2025
Total AUM$930M
Discretionary$930M
Non-Disc.$0
Employees23
Clients0
DateDec 2024
Total AUM$782.3M
Discretionary$782.3M
Non-Disc.$0
Employees23
Clients8
DateNov 2024
Total AUM$782.3M
Discretionary$782.3M
Non-Disc.$0
Employees23
Clients8
DateJul 2024
Total AUM$782.3M
Discretionary$782.3M
Non-Disc.$0
Employees23
Clients8
DateMay 2024
Total AUM$782.3M
Discretionary$782.3M
Non-Disc.$0
Employees23
Clients8
DateMar 2024
Total AUM$782.3M
Discretionary$782.3M
Non-Disc.$0
Employees23
Clients8
DateMar 2024
Total AUM$782.3M
Discretionary$782.3M
Non-Disc.$0
Employees23
Clients8
DateDec 2023
Total AUM$590M
Discretionary$583M
Non-Disc.$7M
Employees23
Clients13
DateMar 2023
Total AUM$590M
Discretionary$583M
Non-Disc.$7M
Employees23
Clients13
DateMar 2022
Total AUM$660.3M
Discretionary$651.4M
Non-Disc.$8.9M
Employees23
Clients25
DateFeb 2022
Total AUM$660.3M
Discretionary$651.4M
Non-Disc.$8.9M
Employees23
Clients25
DateJan 2022
Total AUM$585.4M
Discretionary$576.8M
Non-Disc.$8.6M
Employees21
Clients24
DateSep 2021
Total AUM$585.4M
Discretionary$576.8M
Non-Disc.$8.6M
Employees21
Clients24
DateAug 2021
Total AUM$585.4M
Discretionary$576.8M
Non-Disc.$8.6M
Employees21
Clients24
DateMar 2021
Total AUM$585.4M
Discretionary$576.8M
Non-Disc.$8.6M
Employees21
Clients24
DateOct 2020
Total AUM$457.9M
Discretionary$450.5M
Non-Disc.$7.5M
Employees20
Clients36
DateAug 2020
Total AUM$457.9M
Discretionary$450.5M
Non-Disc.$7.5M
Employees20
Clients36
DateJun 2020
Total AUM$457.9M
Discretionary$450.5M
Non-Disc.$7.5M
Employees21
Clients36
DateSep 2019
Total AUM$415.5M
Discretionary$407.8M
Non-Disc.$7.7M
Employees21
Clients36
DateMar 2019
Total AUM$415.5M
Discretionary$407.8M
Non-Disc.$7.7M
Employees21
Clients36
DateMar 2018
Total AUM$390.3M
Discretionary$382M
Non-Disc.$8.3M
Employees19
Clients30
DateFeb 2017
Total AUM$297.3M
Discretionary$297.3M
Non-Disc.$0
Employees21
Clients900
DateSep 2016
Total AUM$302.6M
Discretionary$279.2M
Non-Disc.$23.4M
Employees21
Clients900
DateMar 2016
Total AUM$302.6M
Discretionary$279.2M
Non-Disc.$23.4M
Employees21
Clients900
DateJun 2015
Total AUM$339.5M
Discretionary$320.8M
Non-Disc.$18.8M
Employees21
Clients900
DateMar 2015
Total AUM$339.5M
Discretionary$320.8M
Non-Disc.$18.8M
Employees21
Clients900
DateFeb 2015
Total AUM$339.5M
Discretionary$320.8M
Non-Disc.$18.8M
Employees21
Clients900
DateJan 2015
Total AUM$334M
Discretionary$315.5M
Non-Disc.$18.4M
Employees15
Clients900
DateJun 2014
Total AUM$323.2M
Discretionary$305.2M
Non-Disc.$18M
Employees14
Clients900
DateMar 2014
Total AUM$323.2M
Discretionary$305.2M
Non-Disc.$18M
Employees14
Clients900
DateNov 2013
Total AUM$311M
Discretionary$294M
Non-Disc.$17M
Employees14
Clients800
DateOct 2013
Total AUM$311M
Discretionary$294M
Non-Disc.$17M
Employees14
Clients800
DateJun 2013
Total AUM$281.1M
Discretionary$267.9M
Non-Disc.$13.2M
Employees12
Clients800
DateApr 2013
Total AUM$281.1M
Discretionary$267.9M
Non-Disc.$13.2M
Employees12
Clients800
DateDec 2012
Total AUM$261M
Discretionary$250M
Non-Disc.$11M
Employees10
Clients700
DateJun 2012
Total AUM$261M
Discretionary$250M
Non-Disc.$11M
Employees11
Clients700
DateMay 2012
Total AUM$261M
Discretionary$250M
Non-Disc.$11M
Employees11
Clients700
DateApr 2012
Total AUM$261M
Discretionary$250M
Non-Disc.$11M
Employees11
Clients700
DateMar 2012
Total AUM$261M
Discretionary$250M
Non-Disc.$11M
Employees11
Clients700
DateMay 2011
Total AUM$253M
Discretionary$239.5M
Non-Disc.$13.5M
Employees--
Clients--
DateMar 2010
Total AUM$212M
Discretionary$180M
Non-Disc.$32M
Employees--
Clients--
DateApr 2009
Total AUM$165M
Discretionary$155M
Non-Disc.$10M
Employees--
Clients--
DateJan 2008
Total AUM$175M
Discretionary$165M
Non-Disc.$10M
Employees10
Clients--
DateJun 2007
Total AUM$138.8M
Discretionary$124.4M
Non-Disc.$14.4M
Employees10
Clients--
DateJan 2007
Total AUM$138.8M
Discretionary$124.4M
Non-Disc.$14.4M
Employees10
Clients--
DateNov 2006
Total AUM$101.6M
Discretionary$95.7M
Non-Disc.$5.9M
Employees10
Clients--
DateMar 2006
Total AUM$101.6M
Discretionary$95.7M
Non-Disc.$5.9M
Employees10
Clients--
DateJun 2005
Total AUM$88.7M
Discretionary$84.8M
Non-Disc.$3.9M
Employees5
Clients--
DateJul 2001
Total AUM$49.3M
Discretionary$47.7M
Non-Disc.$1.6M
Employees5
Clients--