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PENSION CONSULTANTS INC
CRD 113914File 801-56704
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.42B
Top 25% of cohort (national)
Discretionary AUM
$2.51B
Non-discretionary $2.91B
Clients
88
155 accounts
Employees
17
Top 25% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 23, 1999
- Principal office
- 300 SOUTH CAMPBELL AVE., SPRINGFIELD, MO, 65806
- Phone
- 417.889.4918
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.42B
- Discretionary AUM
- $2.51B
- Non-discretionary AUM
- $2.91B
- Discretionary accounts
- 135
- Non-discretionary accounts
- 20
- Total accounts
- 155
- AUM per client
- $61.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 15 | $46.6M |
| Pension and profit sharing plans | 50 | $5.37B |
| Individuals (other than high net worth individuals) | 23 | $12.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — A PERCENTAGE OF ASSETS UNDER ADVISEMENT
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Portfolio management for other
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 18 | 17 | decreased by1 |
| Apr 1, 2026 | Clients | 89 | 88 | decreased by1 |
| Apr 1, 2026 | AUM | $4,921,817,688 | $5,423,950,320 | increased by$502,132,632 |
| Apr 1, 2026 | Accounts | 146 | 155 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 19 | 18 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 98 | 89 | decreased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,082,616,561 | $4,921,817,688 | decreased by$160,798,873 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 151 | 146 | decreased by5 |
| Apr 1, 2022 | Employees | 20 | 19 | decreased by1 |
| Apr 1, 2022 | Clients | 96 | 98 | increased by2 |
| Apr 1, 2022 | AUM | $4,383,801,274 | $5,082,616,561 | increased by$698,815,287 |
| Apr 1, 2022 | Accounts | 153 | 151 | decreased by2 |
| 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 “PENSION CONSULTANTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PENSION CONSULTANTS” 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.