← Tributary

CONSOLIDATED FINANCIAL

DUBLIN, OH · CRD 119695 · IAPD ↗ · investconsolidated.com · 614-932-0000

$588.7MRegulatory AUM
5Advisory reps
6Employees
0Clients
26-50Planning clients
0Private funds
4States
8Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — CONSOLIDATED FINANCIAL crossed $500M in regulatory AUM ($441.2M -> $516.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2025 — CONSOLIDATED FINANCIAL grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
61
April 2024 — CONSOLIDATED FINANCIAL reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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