Investment adviser · CRD 107574
ASSET CONSULTING GROUP, LLC
Investment adviser filing (IA)
CLAYTON, MO, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $1.1B Form ADV · Item 5.F
- Client accounts
- 25 Accounts, not individual clients
- Employees
- 50 Reported in this filing
- Advisory professionals
- 32 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | 38 | $602,124,890 | 54.9% |
| High-net-worth individuals | 63 | $493,969,740 | 45.1% |
| Retirement plans | 10 | $0 | 0.0% |
| Government entities | 33 | $0 | 0.0% |
| Other investment advisers | 4 | $0 | 0.0% |
| Insurance companies | 10 | $0 | 0.0% |
| Other clients | 3 | $0 | 0.0% |
Filing source
Form ADV 2056096 · Mar 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 30, 2026. View historical filings
Reported services
Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
231 SOUTH BEMISTON AVENUE, 14TH FLOORCLAYTON, MO, 63105, United States
CRD 107574
Filing source
Form ADV 2056096 · Mar 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.