ASB CAPITAL MANAGEMENT LLC

CRD

110995

SEC file #

801-57896

EIN

521510202

DBA names

—

Economics

AUM

$36.68B

AUM band

$1B+

AUM trajectory

'20 · $25.24B

'21 · $29.99B

'22 · $30.52B

'23 · $32.46B

'25 · $32.87B

'26 · $36.68B

'20'26

$25.24B → $36.68B▲ +45%

sec adv history

Client mix

Pension Profit Sharing Plans	21
Corporations	19
Charitable Organizations	18
Insurance Companies	18
Pooled Investment Vehicles	5

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 35 advisors

'21 · 32 advisors

'22 · 29 advisors

'23 · 45 advisors

'25 · 31 advisors

'26 · 33 advisors

'20'26

35 advisors → 33 advisors▼ -6%

sec adv history

Primary office

BETHESDA MD

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses

Fee basis

% of AUMPerformance-based fees

Filings

Latest ADV filing

04/29/2026

ADV-W filed at

—

Website

asbcm.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

CHEVY CHASE TRUST HOLDINGS, LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

CHEVY CHASE TRUST HOLDINGS, LLC

BELLINGER, ROBERT, BENET

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

ASBCM.COM

Rdap Domain Creation Date

1996-07-10T04:00:00Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

Yes

Form 5500 Plan Count

125

Form 5500 Total Compensation

19,247,487

Form 5500 Compensation Trajectory 3y

2025	12,771,289
2026	6,476,198

Form 5500 Plan Count Trajectory 3y

2025	82
2026	43

Schedule C Total Compensation

19,247,487

Schedule C Service Provider Rows

125

SEC EDGAR

Edgar Cik

0001462020

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2009-05-11

Edgar Last Filing Date

2026-05-15

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-15

Accession0001462020-26-000004

Edgar Former Names

Chevy Chase Trust Holdings, Inc.

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade	4
U.s. Bank	1
State Street	1
Bny Mellon	1

adv brochure

Edgar Addresses

Mailing

7501 WISCONSIN AVENUESUITE 1500WBETHESDA, MD 20814

Business

7501 WISCONSIN AVENUESUITE 1500WBETHESDA, MD 20814

Edgar EIN

521510202

Edgar Recent Filings

13F-HR2026-05-15 · 0001462020-26-000004

13F-HR2026-02-13 · 0001462020-26-000002

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2030-07-09T04:00:00Z

Rdap Domain Last Changed

2025-05-10T06:18:37Z

Rdap Nameservers

Ns1.dnsbycomodo.netNs2.dnsbycomodo.net

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Trust Company Affiliate

IAR · Executive Officer · 2.5%

People (28)

Ruland, Matthew, Brodie

7531606

BELLINGER, ROBERT, BENET

IAR · Executive Officer · 2.5%

2706177

CLANCY, GEORGE, PATRICK

2981916

DUNCAN, PAUL, ROY

3061348

FRIEDMAN, JOEL, ALBERT

GROSVENOR, GILBERT, MELVILLE

5907347

MCSWEENY, WILLIAM, F (MI ONLY)

5773175

2743170

PLATTS, HOWARD, GREGORY

5649604

Powell, Earl, Alexander

6945455

Reed, Brendan, Joseph

SAUL, BERNARD, FRANCIS II

7851886

1512547

SAUL, PATRICIA

7055660

WHITAKER, JOHN, JEFFREY