RIA Intel›Advisers›Missouri›CONSOLIDATED ASSET MANAGEMENT, LLC

CONSOLIDATED ASSET MANAGEMENT, LLC

Advisory

MO

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$989K

across 27 accounts

AUM per adviser

$27M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$27M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$27M

Discretionary AUM$27M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients27

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

27 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

HARCOURT CAPITAL MANAGEMENT, LLC

$27M

BUFORD DICKSON HARPER & SPARROW INC

$27M

CUTTINGEDGE ADVISORS CORPORATION

$26M

PLAZA FINANCIAL ADVISORS INC

$26M

WYNNE CAPITAL MANAGEMENT, INCORPORATED

$26M

LEE'S SUMMIT, MO

$26M

Get the full picture on CONSOLIDATED ASSET MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CONSOLIDATED ASSET MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans