# Consequent Capital Management, LLC

> Consequent Capital Management, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2016, with no regulatory assets under management reported in its Form ADV filing dated July 1, 2026.

- CRD: 285262
- Filed as: CONSEQUENT CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285262
- AdvisorCensus page: https://advisorcensus.com/firm/consequent-capital-management-llc-atlanta-ga-285262

## Quick answers

**How is Consequent Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Consequent Capital Management, LLC reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Consequent Capital Management, LLC located?**
Consequent Capital Management, LLC's principal office is in Atlanta, GA, according to its Form ADV; the August 2025 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Consequent Capital Management, LLC registered with the SEC or a state?**
Consequent Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 285262.

**How have Consequent Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Consequent Capital Management, LLC: Regulatory assets under management: $127,612,230 in the October 2021 data and $639,314,564 in the October 2025 data, up 401%. Total employees: 6 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does Consequent Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285262

**What changed in Consequent Capital Management, LLC's recent Form ADV filings?**
In the August 2026 filing data: Employees performing advisory functions went from 6 to 0. No longer lists an office in Honolulu, HI.

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Pension consulting services

### Firm details
- Registered since: 2016 (9 years)
- Employees: 3 total, 0 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2025 filing
- Honolulu, HI

### Websites listed on Form ADV (Item 1.I)
- consequentgroup.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $127,612,230 | 6 | June 24, 2021 |
| October 2022 | $159,304,200 | 6 | March 30, 2022 |
| October 2023 | $776,859,859 | 8 | March 31, 2023 |
| October 2024 | $700,916,335 | 7 | March 29, 2024 |
| October 2025 | $639,314,564 | 7 | July 8, 2025 |
| October 2026 | Not reported | 3 | July 1, 2026 |

Regulatory assets under management: $127,612,230 in the October 2021 data and $639,314,564 in the October 2025 data, up 401%.
Total employees: 6 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 6 to 0.
- No longer lists an office in Honolulu, HI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Consequent Capital Management, LLC (CRD 285262): Form ADV filing data as of October 2026.