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ASB CAPITAL MANAGEMENT LLC

CRD 110995File 801-57896
APPROVED
Retail clients
Custody
Filing as of Apr 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$36.68B
Top 10% of cohort (national)
Discretionary AUM
$36.68B
Clients
83
84 accounts
Employees
62
Top 10% of cohort in MD

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
PLRO
Registration date
Sep 8, 2000
Principal office
7501 WISCONSIN AVENUE, WEST TOWER, 13TH FLOOR, BETHESDA, MD, 20814
Phone
240-482-2900

Assets & accounts

ADV Item 5F
Total regulatory AUM
$36.68B
Discretionary AUM
$36.68B
Non-discretionary AUM
$0
Discretionary accounts
84
Non-discretionary accounts
0
Total accounts
84
AUM per client
$441.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other19$1.62B
Insurance companies18$736.6M
Charitable organizations18$176.5M
High net worth individualsFewer than 5$16.1M
Pooled investment vehicles5$32.99B
Pension and profit sharing plans21$1.13B
State or municipal government entitiesFewer than 5$5.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
Yes
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees6762decreased by5
Apr 1, 2026Clients8283increased by1
Apr 1, 2026AUM$32,868,383,920$36,676,563,819increased by$3,808,179,899
Apr 1, 2026Accounts8384increased by1
May 1, 2025
vs Oct 1, 2022
Employees7767decreased by10
May 1, 2025
vs Oct 1, 2022
AUM$32,464,614,170$32,868,383,920increased by$403,769,750
May 1, 2025
vs Oct 1, 2022
Accounts8283increased by1
Apr 1, 2022AUM$30,517,376,607$32,464,614,170increased by$1,947,237,563
Apr 1, 2022Accounts8082increased by2
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ASB CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ASB CAPITAL” 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.