Investment adviser · CRD 113914
PENSION CONSULTANTS INC
Investment adviser filing (IA)
SPRINGFIELD, MO, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $5.42B Form ADV · Item 5.F
- Client accounts
- 155 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 6 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 |
|---|---|---|---|
| Retirement plans | 50 | $5,365,325,114 | 98.9% |
| High-net-worth individuals | 15 | $46,553,518 | 0.9% |
| Individuals | 23 | $12,071,688 | 0.2% |
Filing source
Form ADV 2082081 · Mar 31, 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 31, 2026. View historical filings
Reported services
Individual portfolio management · Pension consulting · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
300 SOUTH CAMPBELL AVE.SPRINGFIELD, MO, 65806, United States
CRD 113914
Filing source
Form ADV 2082081 · Mar 31, 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.