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ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC
CRD 147982File 801-113160
APPROVED
Retail clients
Filing as of Mar 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$116.4M
Bottom 25% of cohort (national)
Discretionary AUM
$4.3M
Non-discretionary $112.1M
Clients
242
539 accounts
Employees
5
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 213 | 242 | increased by29 |
| Mar 1, 2026 | AUM | $90,989,031 | $116,389,146 | increased by$25,400,115 |
| Mar 1, 2026 | Accounts | 488 | 539 | increased by51 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 144 | 213 | increased by69 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $62,289,421 | $90,989,031 | increased by$28,699,610 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 278 | 488 | increased by210 |
| Aug 1, 2022 | Clients | 150 | 144 | decreased by6 |
| Aug 1, 2022 | AUM | $475,715,046 | $62,289,421 | decreased by$413,425,625 |
| Aug 1, 2022 | Accounts | 293 | 278 | decreased by15 |
| Feb 1, 2022 | Clients | 131 | 150 | increased by19 |
| Feb 1, 2022 | AUM | $405,889,446 | $475,715,046 | increased by$69,825,600 |
| Feb 1, 2022 | Accounts | 240 | 293 | increased by53 |
| 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 “ASSET STRATEGY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ASSET STRATEGY” 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.