RIA Intel›Advisers›Maryland›ASSET STRATEGY CONSULTANTS LLC

ASSET STRATEGY CONSULTANTS LLC

Advisory

N·HUNT VALLEY, MD

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM

$5.2B

1-Year AUM Growth

-21.2%

3-Year CAGR

-24.8%

Employees

11

Assets Under Management

Total AUM$5.2B

Discretionary AUM$395M

Non-Discretionary AUM$4.8B

Discretionary %7.7%

Total Clients72

Team

Total Employees11

Investment Advisers13

Employee Growth (1Y)—

Filing History

Total Filings on Record38

First FilingSep 5, 2001

Latest FilingMar 25, 2026

🔒 Full AUM trend chart and 38 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ASSET STRATEGY CONSULTANTS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.