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CONSELLO CAPITAL

NEW YORK, NY · CRD 317399 · IAPD ↗ · consello.com · 212-419-8702

$298.5MRegulatory AUM
6Advisory reps
13Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — CONSELLO CAPITAL shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — CONSELLO CAPITAL grew from 6 to 8 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.