Investment Consultants LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 23, 2026, reports $123M in regulatory assets under management, 1 employee, and 19 accounts.
Top client segmentHNWI represent 63.6% of total clients.
Top client categories% of clientsClients
1
HNWI
63.6%
7
2
INDUSTRY ASSOCIATION & NQ PLAN
18.2%
2
3
Individuals
9.1%
1
4
Pension Plans
9.1%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$123Mas of March 23, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$123M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$123M
Total Accounts19
10Y AUM Change$-113M (-47.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee11:1
10Y Employee Change0 (0.0%)
* 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.