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ASSET STRATEGY CONSULTANTS LLC
CRD 110800File 801-55215
APPROVED
Retail clients
Filing as of Jun 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.16B
Top 25% of cohort (national)
Discretionary AUM
$395.2M
Non-discretionary $4.76B
Clients
43
48 accounts
Employees
14
Top 10% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 3, 1998
- Principal office
- SIX NORTH PARK DRIVE, SUITE 208, HUNT VALLEY, MD, 21030
- Phone
- 410-528-8282
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.16B
- Discretionary AUM
- $395.2M
- Non-discretionary AUM
- $4.76B
- Discretionary accounts
- 16
- Non-discretionary accounts
- 32
- Total accounts
- 48
- AUM per client
- $119.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $2.48B |
| Charitable organizations | 18 | $1.69B |
| High net worth individuals | 11 | $80.8M |
| Pension and profit sharing plans | 9 | $688.1M |
| State or municipal government entities | Fewer than 5 | $76.2M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $2.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — ONE-TIME PROJECTS, WITH NEGOTIATED FEE
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 | 48 | 43 | decreased by5 |
| Jul 1, 2026 | Employees | 13 | 14 | increased by1 |
| Apr 1, 2026 | Employees | 17 | 13 | decreased by4 |
| Apr 1, 2026 | Clients | 72 | 48 | decreased by24 |
| Apr 1, 2026 | AUM | $5,174,881,147 | $5,157,339,356 | decreased by$17,541,791 |
| Apr 1, 2026 | Accounts | 72 | 48 | decreased by24 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 22 | 17 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 90 | 72 | decreased by18 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $8,619,413,487 | $5,174,881,147 | decreased by$3,444,532,340 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 95 | 72 | decreased by23 |
| Apr 1, 2022 | Employees | 30 | 22 | decreased by8 |
| Apr 1, 2022 | Clients | 89 | 90 | increased by1 |
| Apr 1, 2022 | AUM | $12,702,293,826 | $8,619,413,487 | decreased by$4,082,880,339 |
| Apr 1, 2022 | Accounts | 89 | 95 | increased by6 |
| 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 STRATEGY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ASSET STRATEGY” 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.