CONSEQUENT CAPITAL MANAGEMENT, LLC

3344 Peachtree Road
Suite 800
Atlanta, Georgia 30326
Tel: (404) 883-2500

About CONSEQUENT CAPITAL MANAGEMENT, LLC

CONSEQUENT CAPITAL MANAGEMENT, LLC, formally registered with the SEC as CONSEQUENT CAPITAL MANAGEMENT, LLC. The firm was established in 10/04/2016. They have over 2 offices throughout the country.

CONSEQUENT CAPITAL MANAGEMENT, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $700,916,335 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285262
SEC#	801-108429
Assets Managed by Firm	$700,916,335
No. of Clients	13
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	13	$700,916,335
Pension and profit sharing plans	3	$588,112,641

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