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FINANCIAL CONSULATE

HUNT VALLEY, MD · CRD 106898 · IAPD ↗ · 410-823-7283

$1.10BRegulatory AUM
13Advisory reps
25Employees
10Clients
More than 500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
February 2026 — FINANCIAL CONSULATE crossed $1B in regulatory AUM ($930.0M -> $1.10B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
December 2025 — FINANCIAL CONSULATE notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
December 2024 — FINANCIAL CONSULATE changed its website from financialphysical.net to financialphysical.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
December 2024 — FINANCIAL CONSULATE notice-filed in DC, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2024 — FINANCIAL CONSULATE added office(s): 3 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
August 2024 — FINANCIAL CONSULATE changed its website from moneyrichesandwealth.com to financialphysical.net.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
August 2024 — FINANCIAL CONSULATE added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
June 2024 — FINANCIAL CONSULATE changed its website from financialconsulate.com to moneyrichesandwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2024 — FINANCIAL CONSULATE notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2024 — FINANCIAL CONSULATE reported RAUM up 33% ($590.0M -> $782.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — FINANCIAL CONSULATE grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.