{
  "crd_number": 161282,
  "slug": "aetna-asset-advisors-llc-hartford-ct-161282",
  "primary_business_name": "AETNA ASSET ADVISORS, LLC",
  "legal_name": "AETNA ASSET ADVISORS, LLC",
  "dbas": [],
  "city": "Hartford",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "25540",
  "metro": {
    "cbsa_code": "25540",
    "common_name": "Hartford",
    "msa_name": "Hartford-West Hartford-East Hartford, CT",
    "path": "/advisors/ct/hartford"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-03-30",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-03-20",
  "carried_forward": false,
  "raum_total": 850239000.0,
  "raum_discretionary": 843198000.0,
  "raum_non_discretionary": 7041000.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 26,
  "advisory_employees": 23,
  "client_count_bucket": null,
  "clients_by_type": {
    "pension_profit_sharing": {
      "raum": 151441000.0,
      "count": 1
    },
    "pooled_investment_vehicles": {
      "raum": 698798000.0,
      "count": 3
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/161282",
  "city_as_filed": "HARTFORD",
  "url": "https://advisorcensus.com/firm/aetna-asset-advisors-llc-hartford-ct-161282",
  "display_name": "Aetna Asset Advisors, LLC",
  "summary": "Aetna Asset Advisors, LLC is an SEC-registered investment advisory firm in Hartford, CT, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 20, 2026.",
  "citation": "AdvisorCensus. Aetna Asset Advisors, LLC (CRD 161282): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Aetna Asset Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Aetna Asset Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Aetna Asset Advisors, LLC located?",
      "a": "Aetna Asset Advisors, LLC's principal office is in Hartford, CT, according to its Form ADV."
    },
    {
      "q": "Is Aetna Asset Advisors, LLC registered with the SEC or a state?",
      "a": "Aetna Asset Advisors, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 161282."
    },
    {
      "q": "How much does Aetna Asset Advisors, LLC manage?",
      "a": "Aetna Asset Advisors, LLC reports $850,239,000 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (99% discretionary)."
    },
    {
      "q": "How have Aetna Asset Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Aetna Asset Advisors, LLC: Regulatory assets under management: $720,266,000 in the October 2021 data and $850,239,000 in the October 2026 data, up 18%. Total employees: 25 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Aetna Asset Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3); pension and profit sharing plans (but not the plan participants or government pension plans) (1)."
    },
    {
      "q": "Does Aetna Asset Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/161282"
    },
    {
      "q": "What changed in Aetna Asset Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $733,567,000 to $850,239,000 (+16%). Employees performing advisory functions went from 24 to 23. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 720266000.0,
      "total_employees": 25,
      "filing_date": "2021-03-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1023961000.0,
      "total_employees": 27,
      "filing_date": "2022-03-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 415281000.0,
      "total_employees": 28,
      "filing_date": "2023-03-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 313187000.0,
      "total_employees": 29,
      "filing_date": "2024-05-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 733567000.0,
      "total_employees": 27,
      "filing_date": "2025-03-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 850239000.0,
      "total_employees": 26,
      "filing_date": "2026-03-20"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $733,567,000 to $850,239,000 (+16%).",
        "Employees performing advisory functions went from 24 to 23.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/aetna-asset-advisors-llc-hartford-ct-161282.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 698798000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 151441000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/161282",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}