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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.

Direct Owners & Executives

Source: Form ADV
Alfred James MorrisonPartner
Reported since
07/1992
Type
Individual
Control person
No
Ownership
10% but less than 25%
John Francis MeehanPartner And Chief Compliance Officer
Reported since
09/2007
Type
Individual
Control person
No
Ownership
5% but less than 10%
Anne Benson HernandezPartner & Sr. Research Analyst
Reported since
10/2025
Type
Individual
Control person
No
Ownership
10% but less than 25%
Asset Strategy Consultants Of FloridaPartner
Reported since
03/2023
Type
Domestic entity
Control person
Yes
Ownership
25% but less than 50%
Juan Manuel BuendiaCo-Managing Partner, Director Of Client Advisory
Reported since
10/2025
Type
Individual
Control person
No
Ownership
10% but less than 25%
Andrew William ConnerPartner, Chief Investment Officer
Reported since
10/2025
Type
Individual
Control person
No
Ownership
10% but less than 25%
India Galloway SuterPartner, Director Of Business Development
Reported since
10/2025
Type
Individual
Control person
No
Ownership
Less than 5%
Pawitra KcPartner, Senior Investment Analyst
Reported since
10/2025
Type
Individual
Control person
No
Ownership
Less than 5%

Indirect Ownership

Source: Form ADV
No indirect ownership records were reported.

Owners & Executives

Source: Form ADV
JF
John Francis Meehan

Partner And Chief Compliance Officer

JM
Juan Manuel Buendia

Co-Managing Partner, Director Of Client Advisory

AW
Andrew William Conner

Partner, Chief Investment Officer

IG
India Galloway Suter

Partner, Director Of Business Development

Names and titles are shown as reported in Form ADV.

Ownership & Governance

Direct owners & executives8

Indirect ownership records0

Regulatory statusSEC registered investment adviser

SEC registration dateFeb 3, 1998

CRD number110800