Consequent Capital Management, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 285262
- Registered since
- October 4, 2016
- Website
- consequentgroup.com
- Fee structure
- Fixed Fees
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Consequent Capital Management, LLC is an SEC-registered institutional RIA organized as an LLC and registered in 2016. The firm reports a domestic ownership structure and operates under a fixed-fee advisory model. Its filing lists pension consulting services among its advisory activities and identifies several industry roles beyond pure advisory work: it acts as an investment adviser and sponsor, and it serves as a general partner and managing member of pooled investment vehicles. Consequent does not identify itself as a capital allocator or as an active ESG investor, and it is not registered as a multi-state adviser. The mix of institutional classification, fixed fees, and pension-focused advisory activity suggests the firm is structured to serve large, organization-level mandates rather than a retail mass-affluent book.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Kenneth Simon
Chief Executive OfficerCRD 6706717
Contacts
2 of 2Cyril Theccanat
MemberCRD 1816739
Todd Mcdonald
Vice PresidentCRD 6706896
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 3344 Peachtree Rd Ne
- Time zone
- ET (UTC-5)
- Office locations
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