ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC

CRD 147982File 801-113160

APPROVED

Retail clients

Filing as of Mar 4, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$116.4M

Bottom 25% of cohort (national)

Discretionary AUM

$4.3M

Non-discretionary $112.1M

Clients

242

539 accounts

Employees

Bottom 25% of cohort in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: May 8, 2018
Principal office: 3425 SIMPSON FERRY RD, SUITE 204, CAMP HILL, PA, 17011
Phone: (717) 602-1100
Website: HTTPS://WWW.ASRPC.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $116.4M
Discretionary AUM: $4.3M
Non-discretionary AUM: $112.1M
Discretionary accounts: 1
Non-discretionary accounts: 538
Total accounts: 539
AUM per client: $481K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$251K
Charitable organizations	Fewer than 5	$571K
High net worth individuals	25	$70.0M
State or municipal government entities	Fewer than 5	$4.3M
Individuals (other than high net worth individuals)	212	$41.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
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 11

This 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.