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Financial Council Asset Management Inc.
Financial Council Asset Management Inc is a privately owned, independent investment advisory firm headquartered in Towson, Maryland. The firm specializes in retirement planning, financial planning, estate planning, asset management, and tax planning. Founded in 1987, Financial Council serves individuals, families, and business clients, particularly in central Maryland, with a mission centered on education, transparency, and comprehensive advice-driven financial services. The team includes advisors with decades of experience, focusing on long-term relationships and personalized client solutions.
Investment Strategy
Financial Council Asset Management Inc focuses on comprehensive wealth management and retirement planning with a personalized, advice-driven approach. The firm emphasizes education as a core principle, delivering customized financial planning, asset allocation, and investment advisory services. The team collaborates deeply with clients to create tailored investment strategies that align with specific retirement, accumulation, and estate planning goals. The investment philosophy emphasizes transparency, integrity, and long-term partnership, using a rigorous process to guide clients through both market opportunities and risks.
Latest 13F Filing Activity
Financial Council Asset Management Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 95 equity positions with a total 13F market value of $225M. The fund increased holdings in Capital Group GBL Growth EQT, Apple Inc., Capital Group Growth Etf among other positions. Financial Council Asset Management Inc. reduced exposure to Intuit, Philip Morris Intl Inc., Coca Cola Co. among others.
Top Holdings
Equity Positions (95)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CGGO | CAPITAL GROUP GBL GROWTH EQT | 21.26% | $47.9M | 1,401,705 | $23.39 | $34.17 | +$3.6M |
C CGGR | CAPITAL GROUP GROWTH ETF | 8.48% | $19.1M | 435,240 | $21.75 | $43.92 | +$1.5M |
I IUSG | ISHARES TR | 6.31% | $14.2M | 86,408 | $102.30 | $164.54 | +$1.2M |
S SPYV | SPDR SERIES TRUST | 5.55% | $12.5M | 226,010 | $42.05 | $55.33 | +$851.6K |
A AAPL | APPLE INC | 5.38% | $12.1M | 47,622 | $145.30 | $254.63 | +$2.4M |
Industry Allocation
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