Wealth Manager
    SEC Registered

    Asset Strategy Consultants LLC

    Registered investment advisor · Hunt Valley, Maryland · CRD #110800

    Assets Under Management
    $5.2B
    Client Accounts
    48
    Employees
    13
    CRD Number
    110800
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Asset Strategy Consultants LLC

    For three decades, Asset Strategy Consultants has provided investment advice to institutions and families. We apply a common set of principles to Institutional Consulting, Outsourced Investment Office, and Private Wealth portfolios.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Asset Strategy Consultants LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Asset Strategy Consultants LLC's AUM?

    Asset Strategy Consultants LLC reports approximately $5.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Asset Strategy Consultants LLC headquartered?

    Asset Strategy Consultants LLC is headquartered in Hunt Valley, Maryland.

    What is Asset Strategy Consultants LLC's CRD number?

    Asset Strategy Consultants LLC's CRD number is 110800. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Asset Strategy Consultants LLC manage?

    Asset Strategy Consultants LLC manages approximately 48 client accounts according to its latest SEC filing.

    Is Asset Strategy Consultants LLC SEC registered?

    Yes, Asset Strategy Consultants LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Maryland

    T. Rowe Price Associates, Inc.
    Baltimore, MD · $2.2T AUM
    Brown Advisory
    Baltimore, MD · $124.3B AUM
    Proshare Advisors LLC
    Bethesda, MD · $85.3B AUM
    PNC Capital Advisors LLC
    Baltimore, MD · $50.9B AUM
    Chevy Chase Trust Company
    Bethesda, MD · $44.9B AUM
    Asb Capital Management LLC
    Bethesda, MD · $36.7B AUM
    See all top RIA firms in Maryland →

    Research firms like Asset Strategy Consultants LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial