Consolidated Financial

Consolidated Financial Management Group, LLC (CFMG) was established in September 1998 and offers a range of advisory services to individuals, pension and profit sharing plans, trusts, estates, private funds, charitable organizations, and corporations. The firm provides portfolio management services on a discretionary or non-discretionary basis, with a focus on individual needs and objectives. CFMG also offers financial planning services covering various areas such as tax analysis, retirement planning, and investment alternatives. CFMG's fee structure for portfolio management services is based on a percentage of assets under management, with no minimum account size or fees. The firm also provides financial planning and consulting services for fixed fees or hourly rates. CFMG does not charge performance-based fees and does not manage mutual funds or hedge funds. Clients have the option to place reasonable restrictions on investments, and CFMG uses third-party due diligence services for investment analysis. The firm may recommend various investment strategies, including short sales and margin transactions, based on client risk tolerance. CFMG does not vote proxies on behalf of clients and does not maintain physical custody of client assets. The firm's principals include James Mark Curry, Eddie Bell, Andy Roseberry, and Andy Bell. CFMG has Assets Under Management (AUM) of $379 million as of December 31, 2022. Edward Bell serves as the Managing Member and Chief Compliance Officer. The brochure also includes information on the educational background and business experience of Edward Bell, Andrew Roseberry, and Jeffrey R Bell, along with details on any disciplinary events, additional compensation, and supervision within the firm.