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(San Francisco, CA), with $1.04B and Fidelity Brokerage Services LLC (Boston, MA), with $55.9M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The Financial Consulate have?","answer":"The Financial Consulate has 13 investment adviser representatives registered with state securities authorities, out of 25 employees, and 13 perform investment advisory functions. 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