← Tributary

COUNCILOR, BUCHANAN & MITCHELL, P. C. (CBM)

BETHESDA, MD · CRD 290348 · IAPD ↗ · cbmcpa.com · (301) 986-0600

$0Regulatory AUM
6Advisory reps
100Employees
45Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2025 — COUNCILOR, BUCHANAN & MITCHELL, P. C. (CBM) (BETHESDA, MD) left the SEC roster (was $0 RAUM, 6 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
58
April 2024 — COUNCILOR, BUCHANAN & MITCHELL, P. C. (CBM) 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.