Councilor Wealth Llc
- Regulatory AUM
- $317M
- Discretionary
- $298M
- Clients
- 197
- Avg AUM / client
- $1.6M
- Accounts
- 395
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 96 | $32.4M | 10.2% |
| High net worth individuals | 95 | $269M | 84.9% |
| Pension and profit sharing plans | 5 | $2.6M | 0.81% |
| Charitable organizations | 1 | $13.0M | 4.1% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Judith Parmelee Barnhard | Chief Compliance Officer | CFP | Nov 2013 (13y) | Less than 5% |
| Jane Ochsman Rowny | Registered representative | CFP | Oct 2014 (12y) | |
| Debora Ellen May | Registered representative | CFP | May 2015 (11y) | |
| Gregory Michael Estes | Registered representative | CFA | Nov 2023 (3y) | |
| Stephanie Lynn Anderson | Registered representative | CFP CFA | Jan 2024 (3y) | |
| Abbie Niehoff Frishman | Registered representative | CFP | Apr 2024 (2y) | |
| Reema Ambrish Patel | Registered representative | CFP | Jun 2024 (2y) | |
| Drew Michael Culver | Registered representative | CFP | Jul 2025 (1y) | |
| Steven Schleupner | Registered representative | Chartered Financial Consultant | Sep 2025 (1y) | |
| Charles Victor Kimmel | Registered representative | CFP | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Councilor, Buchanan & Mitchell | Managing Member | Nov 2018 | A | 75% or more |
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) | 06/01/2026 | 1020 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
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $317M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jun 01, 2026.
View current Form ADV (SEC/IAPD) ↗