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FINANCIAL COUNSELING, INC.
CRD 119969 · SEC 801-114518
582 N. MAIN ST., SPRINGBORO, OH, 45066, United States
Phone
937-748-8710
Fax
937-748-8910
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$100.1M
Discretionary AUM
$99.3M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 376 | $48.6M |
| High net worth individuals | 26 | $42.7M |
| Pension/profit sharing plans | 2 | $7.8M |
| Charitable organizations | 4 | $168K |
| Corporations/business entities | 7 | $825K |
States served
OH
All web addresses on file
Official SEC filing: View on IAPD