Data / Investment advisers / Maryland / Asset Strategy Consultants LLC
Asset Strategy Consultants LLC, Hunt Valley, MD: $5.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Asset Strategy Consultants LLC is an SEC registered investment adviser with its main office in Hunt Valley, Maryland and reports $5.2 billion in regulatory assets under management in its Form ADV filed June 17, 2026. Its clients include insurance companies, charitable organizations and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Asset Strategy Consultants LLC (CRD number 110800): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 110800
- SEC file number
- 801-55215
- SEC status
- Approved, effective February 3, 1998
- Main office
- Six North Park Drive Suite 208, Hunt Valley, MD 21030
- Phone
- (410) 528-8282
- Regulatory AUM
- $5,157,339,356 in the Form ADV filed June 17, 2026
- Discretionary AUM
- $395,236,792
- Non discretionary AUM
- $4,762,102,564
- Accounts
- 48
- Employees
- 14, of which 11 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 1 | $2.48 billion |
| Charitable organizations | 18 | $1.69 billion |
| Pension and profit sharing plans | 9 | $688.1 million |
| High net worth individuals | 11 | $80.8 million |
| State or municipal government entities | 1 | $76.2 million |
| Individuals (other than high net worth individuals) | 3 | $2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $5.16 billion | March 25, 2026 |
| December 1, 2025 | $5.17 billion | October 22, 2025 |
Other advisers in Hunt Valley
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| G10 LLC | Hunt Valley | $4.91 billion | 16 | adviserinfo.sec.gov |
| Verdence Capital Advisors, LLC | Hunt Valley | $4.63 billion | Not listed | adviserinfo.sec.gov |
| Cornerstone Advisory | Hunt Valley | $2.25 billion | 1 | adviserinfo.sec.gov |
| SC&H Wealth | Hunt Valley | $1.23 billion | Not listed | adviserinfo.sec.gov |
| Financial Consulate | Hunt Valley | $1.10 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Hunt Valley, MD
- Investment advisers in Maryland
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving insurance companies
- Advisers serving charitable organizations
- Asset Strategy Consultants LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.