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Financial Consulate, Inc.
Financial Consulate, Inc. is a fee-only financial advisory firm headquartered in Hunt Valley, Maryland. Founded in 1983 by Andrew Tignanelli, the firm provides comprehensive wealth advising including retirement planning, investment management, and extensive tax planning. They serve 'Practical Millionaires' who prioritize financial independence and value holistic support in asset protection, estate planning, and other areas. The firm caters to individuals, often those interested in delegating wealth management to spend more time on personal and family pursuits.
Investment Strategy
Financial Consulate, Inc. employs an evidence-based approach to wealth management focused on retirement planning, personalized investment management, and proactive tax strategies. They advise clients to live beneath their means and help them achieve financial independence through asset protection, estate planning, and detailed investment management. The firm emphasizes holistic planning and long-term partnership, tailoring advice to individual client needs.
Latest 13F Filing Activity
Financial Consulate, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 1,121 equity positions with a total 13F market value of $708M. The fund increased holdings in Schwab Strategic TR, Apple Inc., Mccormick & Co. Inc. among other positions. Financial Consulate, Inc. reduced exposure to Schwab Strategic TR, SPDR Index SHS FDS, 180 Degree Cap Corp. among others.
Top Holdings
Equity Positions (1,121)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 19.09% | $135.2M | 5,133,075 | $18.12 | $26.34 | +$20.3M |
D DUHP | DIMENSIONAL ETF TRUST | 10.54% | $74.6M | 1,976,255 | $31.66 | $37.77 | +$8.0M |
M MFDX | PIMCO EQUITY SER | 8.53% | $60.4M | 1,625,269 | $29.41 | $37.17 | +$1.9M |
S SCHF | SCHWAB STRATEGIC TR | 5.96% | $42.2M | 1,814,057 | $15.25 | $23.28 | +$1.8M |
D DIHP | DIMENSIONAL ETF TRUST | 5.06% | $35.9M | 1,179,624 | $29.76 | $30.40 | +$11.3M |
Industry Allocation
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