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ABG CONSULTANTS
Legal name: ABG CONSULTANTS, LLC
CRD 131129File 801-69619
APPROVED
Retail clients
Custody
Filing as of Apr 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$697.4M
Above cohort median (national)
Discretionary AUM
$517.0M
Non-discretionary $180.3M
Clients
1,885
1,885 accounts
Employees
4
Above cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Oct 2, 2008
- Principal office
- 6975 S UNION PARK CTR, #644, COTTONWOOD HEIGHTS, UT, 84047
- Phone
- 801-486-5069
- Website
- HTTP://WWW.CONSULTABG.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $697.4M
- Discretionary AUM
- $517.0M
- Non-discretionary AUM
- $180.3M
- Discretionary accounts
- 339
- Non-discretionary accounts
- 1,546
- Total accounts
- 1,885
- AUM per client
- $370K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 14 | $22.8M |
| Pension and profit sharing plans | 284 | $633.9M |
| State or municipal government entities | Fewer than 5 | $1.8M |
| Individuals (other than high net worth individuals) | 1,586 | $38.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- 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 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.