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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM none

COUNCILOR, BUCHANAN & MITCHELL, P. C. (CBM)

CRD 290348

BETHESDA, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:82e92427-401e-aaf5-7682-e2000a2d88af

Data as of Mar 28, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 6
On other graphs: 0
Observed: Mar 16, 2018 to Mar 28, 2024
13 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 100
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Individual clients: 28
High net worth clients: 17
SEC number: 801-112855
CRD: 290348
Filings on the tape: 13
First filed: Mar 16, 2018
Latest filed: Mar 28, 2024
Organised: Corporation, Maryland
Website: cbmcpa.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BARNHARD, JUDITH, PARMELEE	VICE PRESIDENT & CHIEF COMPLIANCE OFFICER	A	yes	01/2005	Mar 16, 2018	Mar 28, 2024
Laundenberger, Keith, Andrew	Shareholder	B	yes	01/2005	Mar 16, 2018	Mar 28, 2024
Weaver, Daniel, Lambert	President	B	yes	01/2005	Mar 16, 2018	Mar 28, 2024
BELLIA, DOMINICK, V	Shareholder	B	no	01/2018	Mar 28, 2023	Mar 28, 2024
Caporale, Holly, Warner	Shareholder	A	no	01/2005	Mar 16, 2018	Mar 28, 2024
COMUNALE, JOHN, ROBERT	Treasurer	A	no	01/2005	Mar 16, 2018	Mar 28, 2024
KEEFER, DANIEL, P	Shareholder	Na	no	01/2021	Mar 28, 2023	Mar 28, 2024
MORRIS, RICHARD, EDWARD	VICE PRESIDENT	B	no	01/2005	Mar 16, 2018	Mar 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MAY BARNHARD INVESTMENTS LLC D/B/A MBI LLC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Mar 28, 2024	n/a	n/a	100	6	0	n/a	n/a
2022	Mar 28, 2023	n/a	n/a	100	5	0	n/a	n/a
2021	Mar 29, 2022	n/a	n/a	100	6	1	n/a	n/a
2020	Mar 22, 2021	n/a	n/a	6	6	1	n/a	n/a
2019	Mar 26, 2020	n/a	n/a	5	5	1	n/a	n/a
2018	Mar 7, 2019	n/a	n/a	5	5	0	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	n/a	n/a	n/a	n/a	n/a	100	100	0	0

Relationships

Affiliated with (1)

← COUNCILOR WEALTH LLCRegistered adviserother investment adviser, insurance company, control, common control
factForm ADV

Controls (3)

← BARNHARD, JUDITH, PARMELEEOwnerVICE PRESIDENT & CHIEF COMPLIANCE OFFICER, ownership code A, individual
Mar 16, 2018 to presentfactForm ADV
← Weaver, Daniel, LambertOwnerPRESIDENT, ownership code B, individual
Mar 16, 2018 to presentfactForm ADV
← Laundenberger, Keith, AndrewOwnerSHAREHOLDER, ownership code B, individual
Mar 16, 2018 to presentfactForm ADV

Owns (5)

← MORRIS, RICHARD, EDWARDOwnerVICE PRESIDENT, ownership code B, individual
Mar 16, 2018 to presentfactForm ADV
← COMUNALE, JOHN, ROBERTOwnerTREASURER, ownership code A, individual
Mar 16, 2018 to presentfactForm ADV
← Caporale, Holly, WarnerOwnerSHAREHOLDER, ownership code A, individual
Mar 16, 2018 to presentfactForm ADV
← BELLIA, DOMINICK, VOwnerSHAREHOLDER, ownership code B, individual
Mar 28, 2023 to presentfactForm ADV
← KEEFER, DANIEL, POwnerSHAREHOLDER, ownership code NA, individual
Mar 28, 2023 to presentfactForm ADV

Registered with (1)

← Abbie Niehoff FrishmanAdvisorregistration: previous registration
Apr 3, 2024 to Jan 3, 2025factForm ADV

Dated events

Occurred
Feb 3, 2025
Left the SEC roster
Councilor, Buchanan & Mitchell, P. C. (Cbm) no longer on the SEC adviser roster (last listed 2025-01-02)
Form ADVobserved 3 days ago
0 USD_RAUM
Occurred
Jan 3, 2025
Advisor changed firm
Abbie Niehoff Frishman left Councilor, Buchanan & Mitchell, P. C. (Cbm) for Councilor Wealth Llc (registered 2024-04-03)
Form ADVobserved 3 days ago
Occurred
Mar 28, 2024
Control person left
S Aleksandr Seleznev (Chief Investment Officer) no longer on Schedule A of Councilor, Buchanan & Mitchell, P. C. (Cbm) (listed 2023-03-28, absent 2024-03-28)
Form ADVobserved 3 days ago
Occurred
Mar 28, 2023
Control person left
Ellen Debora May (Vice President) no longer on Schedule A of Councilor, Buchanan & Mitchell, P. C. (Cbm) (listed 2022-03-29, absent 2023-03-28)
Form ADVobserved 3 days ago
Occurred
Mar 29, 2022
Control person joined
S Aleksandr Seleznev (Shareholder, Cfa, Cfp) appeared on Schedule A of Councilor, Buchanan & Mitchell, P. C. (Cbm)
Form ADVobserved 3 days ago
Occurred
Mar 16, 2018
First Form ADV filing
Councilor, Buchanan & Mitchell, P. C. (Cbm) filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:82e92427-401e-aaf5-7682-e2000a2d88af
First observed: Mar 16, 2018
Last observed: Mar 28, 2024 30 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

COUNCILOR, BUCHANAN & MITCHELL, P. C. (CBM)

CRD 290348

BETHESDA, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:82e92427-401e-aaf5-7682-e2000a2d88af

Data as of Mar 28, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:47 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BARNHARD, JUDITH, PARMELEE

VICE PRESIDENT & CHIEF COMPLIANCE OFFICER

yes

01/2005

Mar 16, 2018

Mar 28, 2024

Laundenberger, Keith, Andrew

Shareholder

yes

01/2005

Mar 16, 2018

Mar 28, 2024

Weaver, Daniel, Lambert

President

yes

01/2005

Mar 16, 2018

Mar 28, 2024

BELLIA, DOMINICK, V

Shareholder

01/2018

Mar 28, 2023

Mar 28, 2024

Caporale, Holly, Warner

Shareholder

01/2005

Mar 16, 2018

Mar 28, 2024

COMUNALE, JOHN, ROBERT

Treasurer

01/2005

Mar 16, 2018

Mar 28, 2024

KEEFER, DANIEL, P

Shareholder

01/2021

Mar 28, 2023

Mar 28, 2024

MORRIS, RICHARD, EDWARD

VICE PRESIDENT

01/2005

Mar 16, 2018

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MAY BARNHARD INVESTMENTS LLC D/B/A MBI LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 28, 2024

n/a

100

n/a

2022

Mar 28, 2023

n/a

100

n/a

2021

Mar 29, 2022

n/a

100

n/a

2020

Mar 22, 2021

n/a

2019

Mar 26, 2020

n/a

2018

Mar 7, 2019

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

n/a

100