Consequent Capital Management, LLC is a large advisory firm based in Atlanta. It manages $288.93 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Alabama, Connecticut, Florida, and 6 other states.
Consequent Capital Management provides portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Consequent Capital Management, LLC is $288.93 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -93% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Consequent Capital Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The company employs 8 people that are either part- or full-time employees. 88 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Cyril Mathew Theccanat has been acting as President since 1 Oct 2017. John Charles Robinson joined the executive team most recently as the Chief Compliance Officer.
The principal office where Consequent Capital Management, LLC performs its advisory services is located at 3333 Piedmont Road, Suite 1250, Atlanta, GA 30305, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (404) 883-2500 or by fax (404) 883-2506. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday.