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ASSET CONSULTING GROUP, LLC
CRD 107574File 801-39372
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.10B
Above cohort median (national)
Discretionary AUM
$861.5M
Non-discretionary $234.6M
Clients
158
25 accounts
Employees
50
Above cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 20, 1991
- Principal office
- 231 SOUTH BEMISTON AVENUE, 14TH FLOOR, CLAYTON, MO, 63105
- Phone
- 314-862-4848
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.10B
- Discretionary AUM
- $861.5M
- Non-discretionary AUM
- $234.6M
- Discretionary accounts
- 16
- Non-discretionary accounts
- 9
- Total accounts
- 25
- AUM per client
- $6.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 10 | $0 |
| Charitable organizations | 38 | $602.1M |
| Other investment advisers | 4 | $0 |
| High net worth individuals | 63 | $494.0M |
| Pension and profit sharing plans | 10 | $0 |
| State or municipal government entities | 33 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 161 | 158 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.