COUNCILOR, BUCHANAN & MITCHELL, P. C. (CBM)

Latest filing: Mar 28, 2024 (444 days ago)
View on IAPD
Adviser Website

AUM

$0
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

100
0% change vs. 1 year ago
0% change vs. 3 years ago
1900% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

BETHESDA, MD
7910 WOODMONT AVE, BETHESDA, MD, UNITED STATES, 20814

Client AUM

Discretion AUM
Discretionary $0.0
Non-Discretionary $0.0
Total $0.0
Client AUM
Retail $0.0
Pooled $0.0
Institutional $0.0
Total $0.0
Retail Accounts AUM
Individual 28 $0.0
Average Individual AUM $0
HNW 17 $0.0
Average HNW AUM $0
Retail Total 45 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.0
Retail SMA AUM $0.0
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
MAY BARNHARD INVESTMENTS LLC D/B/A MBI LLC $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

8 active

Name Title
MORRIS, RICHARD, EDWARD VICE PRESIDENT
WEAVER, DANIEL, LAMBERT PRESIDENT
COMUNALE, JOHN, ROBERT TREASURER
BARNHARD, JUDITH, PARMELEE VICE PRESIDENT & CHIEF COMPLIANCE OFFICER
CAPORALE, HOLLY, WARNER SHAREHOLDER
LAUNDENBERGER, KEITH, ANDREW SHAREHOLDER
BELLIA, DOMINICK, V SHAREHOLDER
KEEFER, DANIEL, P SHAREHOLDER

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
MD, DC-04/19/2018, MD-04/19/2018, TX-10/16/2018, VA-04/19/2018
ADVISER ACTIVITIES
FINANCIAL PLANNING
NEWSLETTERS
EDUCATIONAL WORKSHOPS
OTHER ACTIVITIES
ACCOUNTING FIRM

ADVDB.CO • SOURCE: SEC FORM ADV