$588.7M Total AUM
$245.3M Disc. AUM
11.4% 3Y CAGR
6 Employees
760 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-09-1999
- Office Locations
- 2
Office Locations
451 Second Avenue Gallipolis OH
5850 Venture DR Suite A Dublin OH
About Consolidated Financial
Consolidated Financial is an Ohio-based RIA established in 1998, providing investment and retirement planning for individuals and 401(k)/IRA retirement plan services for business clients. The firm acts as a fiduciary and partners with custodians including Charles Schwab. Investment implementation includes diversified portfolios using ETFs and public funds.
Team overview
65 AVG AGE
$117.7M AVG AUM / ADVISOR
$774.6K AVG AUM / CLIENT
12.4 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Glacier capital Fusion value Wave Quantum alpha
Client Personas
Momentum
Custodian
Legacy foundation Signal Value
Investment Themes
Meridian atlas Pathway vector
Investment Vehicles
Pioneer
Platform
Focus Radial
Services
Eagle Prime Timber legacy North momentum Ember Zenith Wave horizon
Owner & Executives
R
ROBERT ANDREW BELL
--
- CRD
- --
- Ownership
- 25% but less than 50%
(267) 849-1538
pathway.summit@deltacapital.com
in linkedin.com/in/capital-eagle
E
EDWARD STEELE BELL
CFP, Chief Compliance Officer, Managing Member, Owner
- CRD
- #2589174
- Ownership
- 10% but less than 25%
(312) 325-9402
north.foundation@oakcapital.com
in linkedin.com/in/horizon-momentum
S
Summit peak
Focus north vertex
- CRD
- #56650
- Ownership
- 42.6%
(717) 261-3045
fusion.unison@vertexcapital.com
in linkedin.com/in/zenith-value
Showing 2 of 4 owners & executives
Unlock allContacts
J
JEFFREY RYAN BELL
Investment Advisor
- CRD
- #4197924
(662) 308-9227
pathway.pioneer@pathwaycapital.com
in linkedin.com/in/peak-delta
T
Taylor Anne England
--
- CRD
- #8004066
(845) 850-3704
vertex.element@unisoncapital.com
in linkedin.com/in/capital-legacy
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $245,251,040 | $171,504 |
| Non-Discretionary | $343,459,917 | $5,283,999 |
| Total | $588,710,957 | $393,787 |
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Separately Managed Accounts
Total SMA Asset: $588,710,957
Public Funds:
18.8% Equity - Exchange:
25.1% Cash:
22.1% U.S. Government/Agency:
14.6% Equity - OTC:
19.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $270,023,073 | 18.8% |
| Equity - Exchange | $360,509,529 | 25.1% |
| Cash | $317,420,740 | 22.1% |
| U.S. Government/Agency | $209,698,770 | 14.6% |
| Equity - OTC | $278,640,831 | 19.4% |
| Total | $1,436,292,943 | 100.0% |