# Asset Strategy Retirement Plan Consultants, LLC

> Asset Strategy Retirement Plan Consultants, LLC is an SEC-registered investment advisory firm in Camp Hill, PA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 147982
- Filed as: ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Camp Hill, PA
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147982
- AdvisorCensus page: https://advisorcensus.com/firm/asset-strategy-retirement-plan-consultants-llc-camp-hill-pa-147982

## Quick answers

**How is Asset Strategy Retirement Plan Consultants, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Asset Strategy Retirement Plan Consultants, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Asset Strategy Retirement Plan Consultants, LLC located?**
Asset Strategy Retirement Plan Consultants, LLC's principal office is in Camp Hill, PA, according to its Form ADV.

**Is Asset Strategy Retirement Plan Consultants, LLC registered with the SEC or a state?**
Asset Strategy Retirement Plan Consultants, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 147982.

**How much does Asset Strategy Retirement Plan Consultants, LLC manage?**
Asset Strategy Retirement Plan Consultants, LLC reports $116,389,146 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (4% discretionary).

**How have Asset Strategy Retirement Plan Consultants, LLC's assets and staff changed since 2021?**
In the Form ADV data for Asset Strategy Retirement Plan Consultants, LLC: Regulatory assets under management: $405,889,446 in the October 2021 data and $116,389,146 in the October 2026 data, down 71%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Asset Strategy Retirement Plan Consultants, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (212); high net worth individuals (25); corporations or other businesses not listed above (3).

**Which custodians does Asset Strategy Retirement Plan Consultants, LLC use?**
Asset Strategy Retirement Plan Consultants, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Asset Strategy Retirement Plan Consultants, LLC 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/147982

**Does Asset Strategy Retirement Plan Consultants, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 16, 2026 says: "There is no account minimum."

**What changed in Asset Strategy Retirement Plan Consultants, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $90,989,031 to $116,389,146 (+28%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 16, 2026)

- Account minimum: None

> There is no account minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $116,389,146
- Discretionary: $4,334,581
- Non-discretionary: $112,054,565

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 212 | $41,258,263 |
| High net worth individuals | 25 | $69,974,627 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $571,084 |
| State or municipal government entities (including government pension plans) | 1 | $4,334,581 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $250,591 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2018 (8 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MD, NH, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [asrpc.com](https://asrpc.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $405,889,446 | 5 | February 3, 2021 |
| October 2022 | $62,289,421 | 5 | July 14, 2022 |
| October 2023 | $62,810,355 | 5 | February 13, 2023 |
| October 2024 | $75,805,739 | 5 | April 15, 2024 |
| October 2025 | $90,989,031 | 5 | February 18, 2025 |
| October 2026 | $116,389,146 | 5 | March 4, 2026 |

Regulatory assets under management: $405,889,446 in the October 2021 data and $116,389,146 in the October 2026 data, down 71%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $90,989,031 to $116,389,146 (+28%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Asset Strategy Retirement Plan Consultants, LLC (CRD 147982): Form ADV filing data as of October 2026.