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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-26-2006
- Office Locations
- 1
Office Locations
About Financial Advisors Consortium, Inc.
Financial Advisors Consortium, Inc. is a Pittsburgh, PA RIA serving retail investors with financial planning and portfolio management, including tax and insurance planning and business-succession guidance. Portfolios follow an asset-allocation approach using ETFs and private funds, and client assets are custodied at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 134 clients, or 134 clients per representative. That equates to $543.7K in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Financial Advisors Consortium, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID EUGENE MARTIN
President
- CRD
- #1046246
- Ownership
- 75% or more
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,861,487 | -- |
| Non-Discretionary | $0 | -- |
| Total | $72,861,487 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Financial Advisors Consortium, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.