Consolidated Financial
Consolidated Financial is an SEC-registered mass-market adviser in Dublin, OH with $588.7M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Consolidated Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 119695, SEC 801-112968, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $588.7M (2026-03-17)
- Firm type
- Mass-Market Adviser
- Location
- Dublin, OH
- Employees
- 6
- Clients
- 760
- CRD
- 119695
- Ownership
- CURRY, JAMES, MARK; BELL, EDWARD, STEELE; ROSEBERRY, ANDREW, TODD; CONSOLIDATED INSURANCE AGENCY; THE WISEMAN AGENCY
How much AUM does Consolidated Financial have?
Consolidated Financial reported $588.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Consolidated Financial?
Disclosed owners and executives of Consolidated Financial include CURRY, JAMES, MARK, BELL, EDWARD, STEELE, ROSEBERRY, ANDREW, TODD, CONSOLIDATED INSURANCE AGENCY, THE WISEMAN AGENCY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.