RIA Intel›Advisers›Missouri›PENSION CONSULTANTS INC

PENSION CONSULTANTS INC

Advisory

N·SPRINGFIELD, MO

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

Total AUM

$5.4B

1-Year AUM Growth

+4.1%

3-Year CAGR

+0.5%

Employees

6

Assets Under Management

Total AUM$5.4B

Discretionary AUM$2.5B

Non-Discretionary AUM$2.9B

Discretionary %46.3%

Total Clients89

Team

Total Employees6

Investment Advisers17

Employee Growth (1Y)—

Filing History

Total Filings on Record53

First FilingFeb 12, 2013

Latest FilingMar 31, 2026

🔒 Full AUM trend chart and 53 historical filings spanning 13+ 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 PENSION CONSULTANTS INC

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