CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC
Legal name: CONSOLIDATED FINANCIAL
CRD #119695 SEC #801-112968 DUBLIN, OH 614-932-0000
SEC Registered Disclosures
Total AUM
$516M
Discretionary
$203.4M
Employees
6
Clients
26
Accounts
1,467
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $516M | $203.4M | $312.6M | 6 | 0 |
| Mar 2024 | $441.2M | $171.9M | $269.3M | 5 | 0 |
| Nov 2023 | $379M | $147M | $232M | 5 | 0 |
| May 2023 | $379M | $147M | $232M | 5 | 0 |
| Mar 2023 | $379M | $147M | $232M | 5 | 0 |
| Nov 2022 | $411M | $130M | $281M | 5 | 0 |
| Mar 2022 | $411M | $130M | $281M | 5 | 0 |
| Mar 2021 | $362M | $110M | $252M | 3 | 58 |
| Jul 2020 | $96.7M | $96.7M | $0 | 3 | 54 |
| Jun 2020 | $96.7M | $96.7M | $0 | 3 | 54 |
| Mar 2020 | $96.7M | $96.7M | $0 | 3 | 54 |
| Mar 2019 | $87M | $87M | $0 | 6 | 0 |
| Mar 2019 | $87M | $87M | $0 | 6 | 0 |
| Apr 2018 | $86.6M | $86.6M | $0 | 6 | 0 |
| Mar 2018 | $86.6M | $86.6M | $0 | 6 | 0 |
| Jun 2012 | $45.7M | $45.7M | $0 | 1 | 300 |
| Mar 2012 | $45.7M | $45.7M | $0 | 1 | 300 |
| Mar 2011 | $37.9M | $37.9M | $0 | 5 | -- |
| Jun 2005 | $46.2M | $18.1M | $28.1M | 5 | -- |
DateMar 2025
Total AUM$516M
Discretionary$203.4M
Non-Disc.$312.6M
Employees6
Clients0
DateMar 2024
Total AUM$441.2M
Discretionary$171.9M
Non-Disc.$269.3M
Employees5
Clients0
DateNov 2023
Total AUM$379M
Discretionary$147M
Non-Disc.$232M
Employees5
Clients0
DateMay 2023
Total AUM$379M
Discretionary$147M
Non-Disc.$232M
Employees5
Clients0
DateMar 2023
Total AUM$379M
Discretionary$147M
Non-Disc.$232M
Employees5
Clients0
DateNov 2022
Total AUM$411M
Discretionary$130M
Non-Disc.$281M
Employees5
Clients0
DateMar 2022
Total AUM$411M
Discretionary$130M
Non-Disc.$281M
Employees5
Clients0
DateMar 2021
Total AUM$362M
Discretionary$110M
Non-Disc.$252M
Employees3
Clients58
DateJul 2020
Total AUM$96.7M
Discretionary$96.7M
Non-Disc.$0
Employees3
Clients54
DateJun 2020
Total AUM$96.7M
Discretionary$96.7M
Non-Disc.$0
Employees3
Clients54
DateMar 2020
Total AUM$96.7M
Discretionary$96.7M
Non-Disc.$0
Employees3
Clients54
DateMar 2019
Total AUM$87M
Discretionary$87M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$87M
Discretionary$87M
Non-Disc.$0
Employees6
Clients0
DateApr 2018
Total AUM$86.6M
Discretionary$86.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$86.6M
Discretionary$86.6M
Non-Disc.$0
Employees6
Clients0
DateJun 2012
Total AUM$45.7M
Discretionary$45.7M
Non-Disc.$0
Employees1
Clients300
DateMar 2012
Total AUM$45.7M
Discretionary$45.7M
Non-Disc.$0
Employees1
Clients300
DateMar 2011
Total AUM$37.9M
Discretionary$37.9M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$46.2M
Discretionary$18.1M
Non-Disc.$28.1M
Employees5
Clients--