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Financial Concepts Unlimited, Inc.

Financial Concepts Unlimited, Inc.. CRD 118641

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CRD: 118641

Financial Concepts Unlimited, Inc.

$231.4M Total AUM
$231.4M Disc. AUM
19.1% 3Y CAGR
3 Employees
201 ADV. Clients
32 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
07-03-1994
Office Locations
1

Office Locations

-- Centreville MD

About Financial Concepts Unlimited, Inc.

Financial Concepts Unlimited is an investment advisory firm providing wealth management and financial planning, including estate and business planning, executive benefits and tax planning, and employee benefits/ESOP and insurance support. Portfolios are built with a risk-adjusted, research-driven approach and vetted through an investment committee. Serves retail and institutional clients; custody includes Charles Schwab; securities may be offered through Purshe Kaplan Sterling Investments (FINRA/SIPC).

Reported data analysis

What the numbers show

Between March 24, 2025 and March 29, 2026, reported AUM increased 21.9%, from $189.8M to $231.4M.

Across 5 reported observations, AUM increased 51.0% between March 31, 2022 and March 29, 2026, from $153.2M to $231.4M.

Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.

The firm reports 2 advisory representatives and 201 clients, or 100.5 clients per representative. That equates to $1.2M in reported AUM per client.

The profile lists 1 reported office location and 32 years in operation. The source data was last updated on March 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

52 AVG AGE
$115.7M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
24.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
1 RIA Reps
32yrs Firm Age

Additional firm insights

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Available data coverage

  • Custodian
  • Industry Interests
  • Investment Themes
  • Investment Vehicles
  • Platform
  • Services

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Owner & Executives

J

JOHN RUSSELL TAYLOR JR.

Chief Compliance Officer, Chief Executive Officer

CRD
#4195320
Ownership
75% or more

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Contacts

No contact records available.

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
02-08-2023
05-06-2024
03-24-2025
03-29-2026
Category Assets AVG. Account size
Discretionary $231,359,976 $348,434
Non-Discretionary $0 --
Total $231,359,976 $348,434

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Separately Managed Accounts

SMA allocation detail is available

Financial Concepts Unlimited, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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