Asset Strategy Consultants LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hunt Valley, MD. Its latest Form ADV filing, dated April 27, 2026, reports $5.2B in regulatory assets under management, 13 employees, and 48 accounts.
Assets Under Management
$5.2B
Employees
13
Offices
--
Total Clients
48
Primary office
HUNT VALLEY, MD
SIX NORTH PARK DRIVE, SUITE 208, HUNT VALLEY, MD, United States
Top client segmentCharitable represent 37.5% of total clients.
Top client categories% of clientsClients
1
Charitable
37.5%
18
2
HNWI
22.9%
11
3
Pension Plans
18.8%
9
4
INCLUDES DONOR ADVISED & OP RESERVES
10.4%
5
5
Individuals
6.3%
3
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Insurance companies<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.2Bas of May 12, 2026
Discretionary7.7%
$395M
8% of total RAUM7.7%
Non-discretionary92.3%
$4.8B
92% of total RAUM92.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$5.2B
Total Accounts48
10Y AUM Change$-2.7B (-34.3%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee4:1
10Y Employee Change-9 (-40.9%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.