ASSET STRATEGY CONSULTANTS LLC
B51
CRD 110800·SEC 801-55215·HUNT VALLEY, MD
AUM
$5.16B
$1B+
Est. Revenue
$51.6M
@ 1% on AUM
Est. EBITDA
$15.5M
@ 30% margin
Est. Deal Value
$123.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $9.52B
'21 · $10.84B
'22 · $12.70B
'23 · $8.62B
'25 · $5.17B
'26 · $5.16B
'20'26
$9.52B → $5.16B▼ -46%
Client mix
| Charitable Organizations | 18 |
| Individuals High Net Worth | 11 |
| Pension Profit Sharing Plans | 9 |
| Other | 5 |
| Individuals Other | 3 |
Operations
Advisory staff (5-yr trend)
'20 · 19 advisors
'21 · 20 advisors
'22 · 22 advisors
'23 · 19 advisors
'25 · 14 advisors
'26 · 9 advisors
'20'26
19 advisors → 9 advisors▼ -53%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesPension consultingSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (8)
Everything else we've pulled for this record, not yet curated into a section.