FINANCIAL COUNSELING, INC.
CRD #119969 SEC #801-114518 SPRINGBORO, OH 937-748-8710
SEC Registered
Total AUM
$92.4M
Discretionary
$91.7M
Employees
3
Clients
10
Accounts
672
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $92.4M | $91.7M | $700K | 3 | 0 |
| Mar 2024 | $90.1M | $89.4M | $670K | 2 | 0 |
| Mar 2023 | $94.8M | $94.1M | $659.6K | 2 | 0 |
| Mar 2022 | $97.6M | $96.9M | $634K | 2 | 0 |
| Jun 2021 | $101M | $100.5M | $530K | 2 | 0 |
| Mar 2021 | $101M | $100.5M | $530K | 2 | 0 |
| Nov 2020 | $147.8M | $147.3M | $532.8K | 2 | 0 |
| Jun 2020 | $147.8M | $147.3M | $532.8K | 3 | 0 |
| May 2020 | $147.8M | $147.3M | $532.8K | 3 | 0 |
| Mar 2020 | $147.8M | $147.3M | $532.8K | 3 | 0 |
| Feb 2019 | $116.5M | $115.8M | $669K | 3 | 0 |
| Dec 2018 | $125.9M | $124.2M | $1.7M | 3 | 0 |
| Nov 2018 | $125.9M | $124.2M | $1.7M | 3 | 0 |
| Aug 2012 | $36M | $36M | $0 | 6 | 300 |
| Mar 2012 | $36M | $36M | $0 | 6 | 300 |
| Mar 2012 | $36M | $36M | $0 | 6 | 300 |
| Mar 2011 | $36M | $36M | $0 | 10 | -- |
| Dec 2010 | $30M | $30M | $0 | 10 | -- |
| Jun 2009 | $47.8M | $47.8M | $0 | 10 | -- |
| Sep 2008 | $47.8M | $47.8M | $0 | 10 | -- |
| Apr 2007 | $430M | $430M | $0 | 10 | -- |
| Jan 2005 | $37M | $37M | $0 | 10 | -- |
DateMar 2025
Total AUM$92.4M
Discretionary$91.7M
Non-Disc.$700K
Employees3
Clients0
DateMar 2024
Total AUM$90.1M
Discretionary$89.4M
Non-Disc.$670K
Employees2
Clients0
DateMar 2023
Total AUM$94.8M
Discretionary$94.1M
Non-Disc.$659.6K
Employees2
Clients0
DateMar 2022
Total AUM$97.6M
Discretionary$96.9M
Non-Disc.$634K
Employees2
Clients0
DateJun 2021
Total AUM$101M
Discretionary$100.5M
Non-Disc.$530K
Employees2
Clients0
DateMar 2021
Total AUM$101M
Discretionary$100.5M
Non-Disc.$530K
Employees2
Clients0
DateNov 2020
Total AUM$147.8M
Discretionary$147.3M
Non-Disc.$532.8K
Employees2
Clients0
DateJun 2020
Total AUM$147.8M
Discretionary$147.3M
Non-Disc.$532.8K
Employees3
Clients0
DateMay 2020
Total AUM$147.8M
Discretionary$147.3M
Non-Disc.$532.8K
Employees3
Clients0
DateMar 2020
Total AUM$147.8M
Discretionary$147.3M
Non-Disc.$532.8K
Employees3
Clients0
DateFeb 2019
Total AUM$116.5M
Discretionary$115.8M
Non-Disc.$669K
Employees3
Clients0
DateDec 2018
Total AUM$125.9M
Discretionary$124.2M
Non-Disc.$1.7M
Employees3
Clients0
DateNov 2018
Total AUM$125.9M
Discretionary$124.2M
Non-Disc.$1.7M
Employees3
Clients0
DateAug 2012
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees6
Clients300
DateMar 2012
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees6
Clients300
DateMar 2012
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees6
Clients300
DateMar 2011
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees10
Clients--
DateJun 2009
Total AUM$47.8M
Discretionary$47.8M
Non-Disc.$0
Employees10
Clients--
DateSep 2008
Total AUM$47.8M
Discretionary$47.8M
Non-Disc.$0
Employees10
Clients--
DateApr 2007
Total AUM$430M
Discretionary$430M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees10
Clients--