SourcingSourcing

FINANCIAL COUNCIL, LLC

C41
CRD 110748·SEC 801-51360·TOWSON, MD
AUM
$1.27B
$1B+
Est. Revenue
$12.7M
@ 1% on AUM
Est. EBITDA
$3.8M
@ 30% margin
Est. Deal Value
$30.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FINANCIAL COUNCIL, LLC
CRD
110748
SEC file #
801-51360
EIN
521935815
DBA names
—

Economics

AUM
$1.27B
AUM band
$1B+
AUM trajectory
'20'26
$494.0M → $1.27B▲ +157%
Client mix
Individuals High Net Worth343
Individuals Other305
Charitable Organizations1

Operations

Employees (total)
21
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'20'26
3 advisors → 10 advisors▲ +233%
Primary office
TOWSON MD
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
financialcouncil.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LEEB, WILLIAM, MICHAEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
LEEB, WILLIAM, MICHAEL
REYNOLDS, JEFFREY, ROBERT
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
FINANCIALCOUNCIL.COM
Rdap Domain Creation Date
1998-12-11T05:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001883629
Edgar Registered
Yes
Edgar Filing Count
22
Edgar First Filing Date
2021-11-10
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
20
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0001883629-26-000003
Edgar Former Names
Financial Council Asset Management Inc

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
6
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
100 WEST ROADSUITE 504TOWSON, MD 21204
Business
100 WEST ROADSUITE 504TOWSON, MD 21204
Edgar EIN
521935815
Edgar Recent Filings
13F-HR2026-04-21 · 0001883629-26-000003
13F-HR2026-02-05 · 0001883629-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2033-12-10T05:00:00Z
Rdap Domain Last Changed
2024-09-13T22:32:38Z
Rdap Nameservers
Ns1.commonwealth.comNs2.commonwealth.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
731563
Trust Company Affiliate
No

People (8)

8
WILLIAM MICHAEL LEEB
Direct Owner · 87.5%
731563
TRAVIS, DAVID, RAYMOND
IAR · Direct Owner · 7.5%
2908037
REYNOLDS, JEFFREY, ROBERT
IAR · Direct Owner · 7.5%
5547469
GREENLUND, JODI, LOUISE
Direct Owner · 7.5%
4354261
Richard J. Tomaschefsky
IAR
7063856
JOHN DALE HAUSERMAN
IAR
2327246
DALE THOMAS WOODRING
IAR
2540409
Lydia Thompson Durski
IAR
6806701