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Asset Strategy Consultants LLC

Alpha Nasdaq OCIO Indices - Contributor

HUNT VALLEY, MD

Form ADV and provider website profile · CRD 110800 · regulatory data as of Jun 16, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Asset Strategy Consultants 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.

$5.2BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
48Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$395MDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$4.8BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameASSET STRATEGY CONSULTANTS LLC

CRD number110800

Firm foundedNot reported

SEC registration dateFeb 3, 1998

Employees14

Advisory professionals11

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

SIX NORTH PARK DRIVE, SUITE 208, HUNT VALLEY, MD, 21030

410-528-8282

https://www.assetstrategyconsultants.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$5.2B

As of Jun 16, 2026

Client Mix by Firm AUM

Source: Form ADV client records
Insurance companies48.1%$2.5B
Charities32.8%$1.7B
Retirement Plans13.3%$688M
Other2.6%$136M
High-Net-Worth1.6%$81M
Municipalities1.5%$76M

Percentages and AUM are shown from the same reported Form ADV client-type records.