|
⚲
|
| Keyboard |
| Asset Consulting Group LLC
✚
|
|
|---|---|
| CRD # | 107574 |
| SEC # | 801-39372 |
| CIK # | |
| AUM | 1,096.1 M (2026-03-30) |
| Employees | 50 (64% Investors, 0% Brokers) |
| Phone | 314-862-4848 |
| Address | 231 South Bemiston Avenue Clayton, MO 63105 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 63 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 0.0 |
| (h) Charitable organizations | 38 | 0.6 |
| (i) State or municipal government entities | 33 | 0.0 |
| (j) Other investment advisers | 4 | 0.0 |
| (k) Insurance companies | 10 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 3 | 0.0 |
| Total | 25 | 1.1 |
| By Discretionary | ||
| Discretionary | 16 | 0.9 |
| Non-Discretionary | 9 | 0.2 |
| Total | 25 | 1.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.1 | |
| Total | 25 | 1.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 128 |
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
New Century Partners
✚
|
1,118.9 M | |
|
Channing Global Advisors LLC
✚
|
FL | 1,110.4 M |
|
Newfound Research LLC
✚
|
FL | 1,109.8 M |
|
Crescent Cap NT Advisors LLC
✚
|
CA | 1,108.2 M |
|
NexPoint Real Estate Advisors X LP
✚
|
TX | 1,098.2 M |
|
CS Capital Management Inc
✚
|
CA | 1,090.3 M |
|
Riot Ventures Management LLC
✚
|
CA | 1,086.1 M |
|
CIM Capital IC Management LLC
✚
|
CA | 1,080.5 M |
|
SV Health Investors LLC
✚
|
MA | 1,080.3 M |
|
Power Sustainable Manager US Inc
✚
|
FL | 1,072.6 M |