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AdvisorCensus / Financial advisors / New York / New York / Asset Management Consulting Services, Inc.

Asset Management Consulting Services, Inc.

Livingston, NJSEC-registered investment adviserCRD 128793

Filed as ASSET MANAGEMENT CONSULTING SERVICES, INC.

Asset Management Consulting Services, Inc. is an SEC-registered investment advisory firm in Livingston, NJ, registered since 2003, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

22 years
registered since 2003
$144,195,053
assets under management
3 arrangements
Percentage of assets, Performance-based and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Asset Management Consulting Services, Inc. compensated?

On its Form ADV (Item 5.E, October 2026), Asset Management Consulting Services, Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

Where is Asset Management Consulting Services, Inc. located?

Asset Management Consulting Services, Inc.'s principal office is in Livingston, NJ, according to its Form ADV.

Is Asset Management Consulting Services, Inc. registered with the SEC or a state?

Asset Management Consulting Services, Inc. is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 128793.

How much does Asset Management Consulting Services, Inc. manage?

Asset Management Consulting Services, Inc. reports $144,195,053 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

How have Asset Management Consulting Services, Inc.'s assets and staff changed since 2021?

In the Form ADV data for Asset Management Consulting Services, Inc.: Regulatory assets under management: $115,721,131 in the October 2021 data and $144,195,053 in the October 2026 data, up 25%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Asset Management Consulting Services, Inc. serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (6); pooled investment vehicles (other than investment companies and business development companies) (5).

Does Asset Management Consulting Services, Inc. report any disciplinary disclosures?

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/128793

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Performance-based fees
  • Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 27, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$144,195,053

$144,195,053 as of October 2026, filing dated March 27, 2026.

Discretionary: $144,195,053.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
High net worth individuals
Clients 6 Assets $19,893,621 (14%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 5 Assets $124,301,432 (86%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2003 (22 years)
Employees
Total: 2. Performing investment advisory functions: 2.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
NJ

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$116M 2021 $138M 2022 $102M 2023 $122M 2024 $141M 2025 $144M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$144,195,0532March 27, 2026
October 2025$140,745,0172March 28, 2025
October 2024$121,622,7812March 27, 2024
October 2023$101,673,1012March 30, 2023
October 2022$138,362,8512March 30, 2022
October 2021$115,721,1312March 30, 2021

Regulatory assets under management: $115,721,131 in the October 2021 data and $144,195,053 in the October 2026 data, up 25%.

Total employees: 2 in October 2021 and 2 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I

Not reported.

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Asset Management Consulting Services, Inc. (CRD 128793): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/asset-management-consulting-services-inc-livingston-nj-128793