SourcingSourcing

ASSET CONSULTING GROUP, LLC

C30
CRD 107574·SEC 801-39372·CLAYTON, MO
AUM
$1.10B
$1B+
Est. Revenue
$11.0M
@ 1% on AUM
Est. EBITDA
$3.3M
@ 30% margin
Est. Deal Value
$26.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ASSET CONSULTING GROUP, LLC
CRD
107574
SEC file #
801-39372
EIN
—
DBA names
—

Economics

AUM
$1.10B
AUM band
$1B+
AUM trajectory
'20'26
$359.2M → $1.10B▲ +205%
Client mix
Individuals High Net Worth63
Charitable Organizations38
State Or Municipal Govt33
Pension Profit Sharing Plans10
Insurance Companies10

Operations

Employees (total)
50
Advisory staff (per ADV)
32
Advisory staff (5-yr trend)
'20'26
31 advisors → 32 advisors▲ +3%
Primary office
CLAYTON MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — businessesPension consultingSelection of other advisersOther Advisory Services
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
guggenheimpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GWM HOLDCO, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
GWM HOLDCO, LLC
MUETH, DONALD, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GUGGENHEIMPARTNERS.COM
Rdap Domain Creation Date
2000-07-06T19:33:36Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
MarkMonitor Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
11
Form 5500 Total Compensation
880,283
Form 5500 Compensation Trajectory 3y
2025679,463
2026200,820
Form 5500 Plan Count Trajectory 3y
202510
20261
Schedule C Total Compensation
880,283
Schedule C Service Provider Rows
11

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
24
Bc Firm IAR Count
24
Custodian Candidates
Full
Charles Schwab6
E*trade5
Northern Trust2
Bny Mellon2
U.s. Bank1
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-07-06T19:33:36Z
Rdap Domain Last Changed
2025-06-04T11:03:50Z
Rdap Nameservers
Ha1.markmonitor.zoneHa2.markmonitor.zoneHa3.markmonitor.zoneHa4.markmonitor.zone
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (20)

20
PULOS, JASON, CONSTANTINE
IAR · Executive Officer · 2.5%
4345397
TARLAS, GEORGE, ANTHONY
IAR · Executive Officer · 2.5%
4345391
MUETH, DONALD, JOHN
IAR · Executive Officer · 2.5%
1359739
TARLAS, DANIEL, CHRISTOPHER
IAR · Executive Officer · 2.5%
1189379
HALEY SIEFERT
IAR
4235319
Patrick E Miller
IAR
6727323
Joseph F Nugent
IAR
7139848
CHRISTOPHER ANDY LOWRY
IAR
5094451
PATRICIA JOAN KAROLCZAK
IAR
5329855
MITCHELL HILTON BORAZ
IAR
1468271
THOMAS JOSEPH JANISCH
IAR
6161517
Daniel Eugene Flynn
IAR
7515656
ROGER JOHN WILLIS
IAR
5867174
William Kassing Melvin
IAR
7515667
CRAIG MARTIN COLEMAN
IAR
5058378
ELIZABETH A Bowen
IAR
4277692
Michael Patrick Hotz
IAR
7083289
PHINEAS WILLIAM TROY
IAR
5573650
Philip Fonseca
IAR
5799858
NATHAN RICHARD BURK
IAR
4829097