Frederick Financial Consultants, Llc
- Regulatory AUM
- $551M
- Discretionary
- $551M
- Clients
- 822
- Avg AUM / client
- $670K
- Accounts
- 822
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 498 | $110M | 20.0% |
| High net worth individuals | 318 | $439M | 79.7% |
| Charitable organizations | Fewer than 5 clients | $118K | 0.02% |
| Corporations and other businesses | 6 | $1.8M | 0.33% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Maryland University Of Integrative Health Inc EIN 521010577 | Dallas, TX | 06/30/2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Leigh Runkles | Chief Compliance Officer And Managing Member | CFP | May 2021 (5y) | ≈ 18.75% – 50% via Brian L Runkles, Inc |
| Chandru Surendran Ramachandran | Managing Member | Chartered Financial Consultant | May 2021 (5y) | ≈ 18.75% – 50% via Diversified Business Associates Llc |
| Brian A Williamson | Owner | Dec 2021 (5y) | ≈ 7.5% – 25% via Williamson Wealth Advisors Llc | |
| Sarah Catherine Hofman | Registered representative | Jun 2021 (5y) | ||
| Katelyn Elizabeth Kantruss | Registered representative | May 2023 (3y) | ||
| Angel Luis Martinez | Registered representative | Dec 2024 (2y) | ||
| Stephanie Lynn Ramachandran | Registered representative | Jan 2025 (2y) | ||
| Ethan Holobinko | Registered representative | Aug 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Diversified Business Associates Llc | Owner | Dec 2021 | A | 25% – 50% |
| Brian L Runkles, Inc | Owner | Dec 2021 | A | 25% – 50% |
| Williamson Wealth Advisors Llc | Owner | Dec 2021 | A | 10% – 25% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brian Leigh Runkles: 75% – 100% of Brian L Runkles, Inc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Chandru Surendran Ramachandran: 75% – 100% of Diversified Business Associates Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Brian A Williamson: 75% – 100% of Williamson Wealth Advisors Llc × 10% – 25% direct ≈ 7.5% – 25% 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.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Maryland University Of Integrative Health Inc | Public charity | $0 | 06/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 962 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
- Fidelity Brokerage Services $447M (81% of AUM) Mar 2026
- Charles Schwab & Co. $104M (19% of AUM) Mar 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: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗