Asset Strategy Consultants LLC
Alpha Nasdaq OCIO Indices - ContributorHUNT VALLEY, MD
Form ADV and provider website profile · CRD 110800 · regulatory data as of Jun 16, 2026
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.
$5.2BTotal Firm AUM
$395MDiscretionary AUM
$4.8BNon-discretionary AUM
48Total accounts
16Discretionary accounts
32Non-discretionary accounts
Client Mix by Firm AUM
$5.2BFirm AUM
Insurance companies48.1%
Charities32.8%
Retirement Plans13.3%
Other2.6%
High-Net-Worth1.6%
Municipalities1.5%
Individuals0.0%
Reported Client Types
Source: Form ADV client recordsInsurance companies48.1%
1 clients$2.5B firm assets
Charities32.8%
18 clients$1.7B firm assets
Retirement Plans13.3%
9 clients$688M firm assets
Other2.6%
5 clients$136M firm assets
High-Net-Worth1.6%
11 clients$81M firm assets
Municipalities1.5%
1 clients$76M firm assets
Individuals0.0%
3 clients$2M firm assets
Reported total48 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Insurance companies | $2.5B | 1 | 48.1% |
| Charities | $1.7B | 18 | 32.8% |
| Retirement Plans | $688M | 9 | 13.3% |
| Other | $136M | 5 | 2.6% |
| High-Net-Worth | $81M | 11 | 1.6% |
| Municipalities | $76M | 1 | 1.5% |
| Individuals | $2M | 3 | 0.0% |
| Reported total | $5.2B | 48 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…