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ASSET CONSULTING GROUP, LLC
CRD 107574File 801-39372
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.ACGNET.COM
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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 161 | 158 | decreased by3 |
| Apr 1, 2026 | Clients | 162 | 161 | decreased by1 |
| Apr 1, 2026 | AUM | $781,677,701 | $1,096,094,630 | increased by$314,416,929 |
| Apr 1, 2026 | Accounts | 22 | 25 | increased by3 |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| Dec 1, 2025 vs May 1, 2025 | Clients | 161 | 162 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $753,553,266 | $781,677,701 | increased by$28,124,435 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 21 | 22 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 47 | 50 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 149 | 161 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $411,880,015 | $753,553,266 | increased by$341,673,251 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 11 | 21 | increased by10 |
| Apr 1, 2022 | Clients | 158 | 149 | decreased by9 |
| Apr 1, 2022 | AUM | $381,234,185 | $411,880,015 | increased by$30,645,830 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ASSET CONSULTING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ASSET CONSULTING” may also match similarly-named firms). Confirm identity against each filing.
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.