{
  "crd_number": 107574,
  "slug": "asset-consulting-group-llc-clayton-mo-107574",
  "primary_business_name": "ASSET CONSULTING GROUP, LLC",
  "legal_name": "ASSET CONSULTING GROUP, LLC",
  "dbas": [
    "GUGGENHEIM PARTNERS"
  ],
  "city": "Clayton",
  "state": "MO",
  "country": "United States",
  "cbsa_code": "41180",
  "metro": {
    "cbsa_code": "41180",
    "common_name": "St. Louis",
    "msa_name": "St. Louis, MO-IL",
    "path": "/advisors/mo/st-louis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1991-06-20",
  "years_registered": 35,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 1096094630.0,
  "raum_discretionary": 861455929.0,
  "raum_non_discretionary": 234638701.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 50,
  "advisory_employees": 32,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 3,
      "description": "MUNICIPAL OPERATING RESERVES"
    },
    "charitable": {
      "raum": 602124890.0,
      "count": 38
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 33
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 10
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 10
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 4
    },
    "high_net_worth_individuals": {
      "raum": 493969740.0,
      "count": 63
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "IL",
    "MI",
    "MO",
    "OK",
    "TX"
  ],
  "websites": [
    "https://acgnet.com",
    "https://guggenheimpartners.com",
    "https://linkedin.com/company/asset-consulting-group"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107574",
  "city_as_filed": "CLAYTON",
  "url": "https://advisorcensus.com/firm/asset-consulting-group-llc-clayton-mo-107574",
  "display_name": "Asset Consulting Group, LLC",
  "summary": "Asset Consulting Group, LLC is an SEC-registered investment advisory firm in Clayton, MO, registered since 1991, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Asset Consulting Group, LLC (CRD 107574): 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)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Asset Consulting Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Asset Consulting Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Where is Asset Consulting Group, LLC located?",
      "a": "Asset Consulting Group, LLC's principal office is in Clayton, MO, according to its Form ADV."
    },
    {
      "q": "Is Asset Consulting Group, LLC registered with the SEC or a state?",
      "a": "Asset Consulting Group, LLC is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 107574."
    },
    {
      "q": "How much does Asset Consulting Group, LLC manage?",
      "a": "Asset Consulting Group, LLC reports $1,096,094,630 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (79% discretionary)."
    },
    {
      "q": "How have Asset Consulting Group, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Asset Consulting Group, LLC: Regulatory assets under management: $381,234,185 in the October 2021 data and $1,096,094,630 in the October 2026 data, up 188%. Total employees: 47 in October 2021 and 50 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Asset Consulting Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (63); charitable organizations (38); state or municipal government entities (including government pension plans) (33)."
    },
    {
      "q": "Which custodians does Asset Consulting Group, LLC use?",
      "a": "Asset Consulting Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon, Charles Schwab & Co., Inc., Commerce Trust Company, Dorsey and Whitney Trust Company, Northern Trust and US Bank as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Asset Consulting Group, 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/107574"
    },
    {
      "q": "What changed in Asset Consulting Group, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $781,677,701 to $1,096,094,630 (+40%). Registered or notice-filed in IL."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 381234185.0,
      "total_employees": 47,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 411880015.0,
      "total_employees": 47,
      "filing_date": "2022-03-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 507837532.0,
      "total_employees": 47,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 782230513.0,
      "total_employees": 46,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 781677701.0,
      "total_employees": 50,
      "filing_date": "2025-07-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1096094630.0,
      "total_employees": 50,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $781,677,701 to $1,096,094,630 (+40%).",
        "Registered or notice-filed in IL."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "BNY Mellon",
      "name_as_filed": "BNY MELLON",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Commerce Trust Company",
      "name_as_filed": "COMMERCE TRUST COMPANY",
      "affiliated": false
    },
    {
      "name": "Dorsey and Whitney Trust Company",
      "name_as_filed": "DORSEY AND WHITNEY TRUST COMPANY",
      "affiliated": false
    },
    {
      "name": "Northern Trust",
      "name_as_filed": "NORTHERN TRUST",
      "affiliated": false
    },
    {
      "name": "US Bank",
      "name_as_filed": "US BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/asset-consulting-group-llc-clayton-mo-107574.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 63,
      "fewer_than_5": false,
      "raum": 493969740.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 38,
      "fewer_than_5": false,
      "raum": 602124890.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 33,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 4,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 10,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 3,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/107574",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}