Authentic Counsel, Llc
- Regulatory AUM
- $173M
- Discretionary
- $169M
- Clients
- 271
- Avg AUM / client
- $637K
- Accounts
- 843
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 190 | $43.2M | 25.0% |
| High net worth individuals | 77 | $111M | 64.4% |
| Pooled investment vehicles (non-investment companies) | 2 | $10.9M | 6.29% |
| Charitable organizations | Fewer than 5 | $6.4M | 3.71% |
| Corporations and other businesses | 2 | $979K | 0.57% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $5.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Solomon Fund I, Lp | Private Equity Fund | Delaware | $5.6M | 23 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chad Ryan Frantzen | Managing Member, Owner And Chief Compliance Officer | CFP | Oct 2014 (12y) | ≈ 18.75% – 50% via Ck Venture Holdings, Llc |
| Epperhart, Billy | Owner | Aug 2022 (4y) | ≈ 37.5% – 75% via Wealthbuilders Holdings Inc | |
| Joshua Magnus | Registered representative | Jan 2025 (2y) | ||
| Gary Robert Reese | Registered representative | Chartered Financial Consultant | Mar 2025 (1y) | |
| Jose Salcedo | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wealthbuilders Holdings Inc | Owner | Aug 2022 | A | 50% – 75% |
| Ck Venture Holdings, Llc | Owner | Aug 2022 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Chad Ryan Frantzen: 75% – 100% of Ck Venture Holdings, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Epperhart, Billy: 75% – 100% of Wealthbuilders Holdings Inc × 50% – 75% direct ≈ 37.5% – 75% of the firm
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.
Private funds (1, $5.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Solomon Fund I, Lp | Private Equity Fund | $5.6M | $100K | 23 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/07/2026 | 1.35 MB | 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
- • Commissions
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $112M (65% of AUM) Jul 2026
- LPL Financial $19.8M (16% of AUM) Dec 2025
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 07, 2026.
View current Form ADV (SEC/IAPD) ↗