COUNCILOR WEALTH LLC

RIASEC RegisteredEst. 2017
Total AUM
$317M
Discretionary
$298M
94% of AUM
Avg account
$802K
Accounts
395
Employees
13
Advisory reps
10

Firm details

Headquarters
BETHESDA, Maryland
CRD number
170858
Registered since
March 15, 2017
Website
www.cbmcpa.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI84.86%
  • Individuals10.24%
  • Charitable Organizations4.1%
  • Pension & Profit Sharing Plans0.81%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Councilor Wealth LLC is an independent registered investment adviser that began SEC registration in 2017 and operates as an LLC. The firm serves both individual and family clients as well as institutional clients, and offers financial planning, portfolio management for individuals, small businesses and institutions, plus client education through seminars and periodic publications. Its fee arrangements include asset-based fees, hourly charges and fixed-fee engagements. Councilor Wealth is not positioned as an ESG-focused allocator. An industry mention of the firm appeared in Citywire’s "50 Growers Across America" list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 87%, Exchange Traded Equities 6%, Cash & Cash Equivalents 4%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%87%
  • Public Funds/Mutual Funds87%
  • Exchange Traded Equities6%
  • Cash & Cash Equivalents4%
  • US Government Bonds1%
  • State & Local Bonds1%

Contacts

3 of 10

  • GREGORY ESTES

    Senior Portfolio ManagerCRD 4359754

  • JANE ROWNY

    PartnerCRD 5771500

  • Abbie Frishman

    ManagerCRD 7891622

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 73

Active vs passive

$215M in ETFs

Passive

97%

$208M

Active

0%

$7.1M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US LARGE-CAP ETF (SCHX)SchwabPassiveLarge Blend$13.5M526,6066.28%
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Location

Primary office

BETHESDA, MD

MONTGOMERY

Location

BETHESDA, MD

Headquartered in BETHESDA, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
7910 Woodmont Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth