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FINANCIAL CONSULTANTS GROUP INC

CUMMING, GA · CRD 108062 · IAPD ↗ · 770-627-2121

$188.2MRegulatory AUM
4Advisory reps
8Employees
16Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — FINANCIAL CONSULTANTS GROUP INC reported RAUM up 35% ($139.9M -> $188.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2026 — FINANCIAL CONSULTANTS GROUP INC reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
50
December 2025 — FINANCIAL CONSULTANTS GROUP INC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2024 — FINANCIAL CONSULTANTS GROUP INC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2024 — FINANCIAL CONSULTANTS GROUP INC reported RAUM up 28% ($92.8M -> $119.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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