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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-19-2001
- Office Locations
- 1
Office Locations
About MDC Financial Consulting, LLC
MDC Financial Consulting, LLC supports public-sector organizations with cybersecurity, technology transformation, and audit/internal-controls readiness, and delivers training through its MDC Business University. Public filings also show it operates as a retail RIA providing financial planning, portfolio construction, and insurance planning, typically implemented with mutual funds and ETFs and custodied at Fidelity/NFS.
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 36 clients, or 36 clients per representative. That equates to $404.8K in reported AUM per client.
The profile lists 1 reported office location and 24 years in operation. The source data was last updated on January 23, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full MDC Financial Consulting, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL DAVID CHERREY
--
- CRD
- #4564860
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,571,684 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,571,684 | -- |
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Separately Managed Accounts
SMA allocation detail is available
MDC Financial Consulting, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.