Financial Counseling, Inc.
Financial Counseling, Inc. is an SEC-registered mass-market adviser in Springboro, OH with $100.1M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Financial Counseling, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 119969, SEC 801-114518, data through 2026-04-20.
- AUM (assets under management / regulatory AUM)
- $100.1M (2026-04-20)
- Firm type
- Mass-Market Adviser
- Location
- Springboro, OH
- Employees
- 3
- Clients
- 417
- CRD
- 119969
- Ownership
- VAUGHAN, STEVAN, MICHAEL; VAUGHAN, ARVIN, MAYNARD
How much AUM does Financial Counseling, Inc. have?
Financial Counseling, Inc. reported $100.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-20).
Who owns Financial Counseling, Inc.?
Disclosed owners and executives of Financial Counseling, Inc. include VAUGHAN, STEVAN, MICHAEL, VAUGHAN, ARVIN, MAYNARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.