$1.1M Total AUM
$1.1M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-25-2021
- Office Locations
- 1
Office Locations
-- Washington DC
About Mabery Consulting, LLC
Mabery Consulting, LLC is a fee-only RIA led by CFP professional Dawn Mabery Chestnut. The firm serves business owners and families with planning-driven advice—evaluating retirement plan options for entrepreneurs and integrating college funding with long-term retirement strategy. Portfolios are implemented largely with ETFs and custody is through Charles Schwab.
Team overview
-- AVG AGE
$1.1M AVG AUM / ADVISOR
$34.4K AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
DAWN MARIE MABERY CHESTNUT
Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #7048922
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,136,751 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,136,751 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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