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ASSET STRATEGY CONSULTANTS LLC
CRD 110800File 801-55215
APPROVED
Retail clients
Filing as of Jun 17, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 48 | 43 |
| 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.