Asset Consulting Group, LLC
Alpha Nasdaq OCIO Indices - ContributorCLAYTON, MO
Form ADV and provider website profile · CRD 107574 · regulatory data as of Mar 30, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Asset Consulting Group, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$1.1BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
25Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$861MDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$235MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$1.1BTotal Firm AUM
$861MDiscretionary AUM
$235MNon-discretionary AUM
25Total accounts
16Discretionary accounts
9Non-discretionary accounts
Client Mix by Firm AUM
$1.1BFirm AUM
Charities54.9%
High-Net-Worth45.1%
Retirement Plans0.0%
Municipalities0.0%
Other investment advisers0.0%
Insurance companies0.0%
Other0.0%
Reported Client Types
Source: Form ADV client recordsCharities54.9%
38 clients$602M firm assets
High-Net-Worth45.1%
63 clients$494M firm assets
Retirement Plans0.0%
10 clients$0 firm assets
Municipalities0.0%
33 clients$0 firm assets
Other investment advisers0.0%
4 clients$0 firm assets
Insurance companies0.0%
10 clients$0 firm assets
Other0.0%
3 clients$0 firm assets
Reported total161 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Charities | $602M | 38 | 54.9% |
| High-Net-Worth | $494M | 63 | 45.1% |
| Retirement Plans | $0 | 10 | 0.0% |
| Municipalities | $0 | 33 | 0.0% |
| Other investment advisers | $0 | 4 | 0.0% |
| Insurance companies | $0 | 10 | 0.0% |
| Other | $0 | 3 | 0.0% |
| Reported total | $1.1B | 161 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…