SourcingSourcing

THE FINANCIAL CONSULATE, INC

B56
CRD 106898·SEC 801-18829·HUNT VALLEY, MD
AUM
$1.10B
$1B+
Est. Revenue
$11.0M
@ 1% on AUM
Est. EBITDA
$3.3M
@ 30% margin
Est. Deal Value
$26.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THE FINANCIAL CONSULATE, INC
CRD
106898
SEC file #
801-18829
EIN
—
DBA names
Financial Consulate

Economics

AUM
$1.10B
AUM band
$1B+
AUM trajectory
'20'26
$415.5M → $1.10B▲ +164%
Client mix
Individuals Other516
Individuals High Net Worth328
Pension Profit Sharing Plans5

Operations

Employees (total)
25
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'20'26
11 advisors → 13 advisors▲ +18%
Primary office
HUNT VALLEY MD
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/03/2026
ADV-W filed at
—
Website
financialphysical.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TIGNANELLI, ANDREW, VINCENT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
TIGNANELLI, ANDREW, VINCENT
BENDER, CHARLES, B
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FINANCIALPHYSICAL.COM
Rdap Domain Creation Date
2004-08-01T18:40:42Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
DomainSpot LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
2
Form 5500 Total Participants
21
Form 5500 Total Compensation
13,729
Form 5500 Compensation Trajectory 3y
202513,729
20240
Form 5500 Plan Count Trajectory 3y
20241
20251
Schedule C Total Compensation
13,729
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
13
Bc Firm IAR Count
13
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-08-01T18:40:42Z
Rdap Domain Last Changed
2021-06-02T14:40:17Z
Rdap Nameservers
Ns1.tierra.netNs2.tierra.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
868434
Trust Company Affiliate
No

People (13)

13
TIGNANELLI, ANDREW, VINCENT
IAR · Direct Owner · 87.5%
868434
BENDER, CHARLES, B
IAR · Direct Owner · 7.5%
5835396
MCCARTHY, MICHAEL, PATRICK
IAR · Executive Officer · 2.5%
5835406
O'SHEA, CHRISTOPHER, JOHN
IAR · Executive Officer · 2.5%
1957429
Robert Comer Boehner
IAR
6737672
Leo Anthony Lavezza
IAR
7748245
ROGER IRVIN BAIR
IAR
1681148
GRAHAM PIERCE EWING
IAR
5990266
Jackson Alexander Courtney
IAR
7746190
Justin Kent Linthicum
IAR
7439253
Alec Christopher Sunners
IAR
7562175
Peter Jacob Geier
IAR
7936116
Madison Madeleine Bennett
IAR
7260132