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Councilor Wealth LLC CRD 170858
$317M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7910 Woodmont Ave, Suite 500, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-02-24 |
| MD | RA | APPROVED | 2024-06-06 |
Branch Locations
7910 Woodmont Ave, Suite 500, Bethesda, MD 20814 • United States
Bloomfield, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| May Barnhard Investments, Llc | Bethesda | MD | 08/2023 | 01/2026 |
| Councilor Buchanan & Mitchell, Pc | Bethesda | MD | 11/2014 | Present |
| May Barnhard Investments Llc | Bloomfield | NJ | 02/2022 | 01/2026 |
| May Barnhard Investments, Llc | Bethesda | MD | 01/2026 | Present |
MBI is subsidiary arm of CBM, where I also provide accounting for tax, audit and advisory related accounting services. CBM has an origination policy that awards a referral commission for the first two years of bringing in a new client.
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