Financial Consultants Group Inc
- Regulatory AUM
- $188M
- Discretionary
- $185M
- Clients
- 245
- Avg AUM / client
- $768K
- Accounts
- 577
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Jul 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 171 | $66.6M | 35.4% |
| High net worth individuals | 64 | $118M | 62.7% |
| Pension and profit sharing plans | 10 | $3.5M | 1.85% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Lytal Fountain | President | CFP | Oct 2017 (9y) | 75% or more |
| Sandra Cathleen Fricks | Secretary / Cco | CFP | Jan 2018 (9y) | Less than 5% |
| Carolyn Louise Flournoy | Registered representative | CFP | Dec 2024 (2y) | |
| John C. Mctyre | Registered representative | Jan 2026 (1y) | ||
| Carson Greene | Registered representative | Mar 2026 (0y) | ||
| Joseph R. Hampton | Registered representative | CFP | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 933 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Axos Clearing $173M (92% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 22, 2026.
View current Form ADV (SEC/IAPD) ↗