# The Asset Consulting Group, Inc

> The Asset Consulting Group, Inc is a state-registered investment advisory firm in Boise, ID, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 173060
- Filed as: THE ASSET CONSULTING GROUP, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boise, ID
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/173060
- AdvisorCensus page: https://advisorcensus.com/firm/the-asset-consulting-group-inc-boise-id-173060

## Quick answers

**How is The Asset Consulting Group, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), The Asset Consulting Group, Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is The Asset Consulting Group, Inc located?**
The Asset Consulting Group, Inc's principal office is in Boise, ID, according to its Form ADV.

**Is The Asset Consulting Group, Inc registered with the SEC or a state?**
The Asset Consulting Group, Inc is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 173060.

**How much does The Asset Consulting Group, Inc manage?**
The Asset Consulting Group, Inc reports $106,500,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).

**What types of clients does The Asset Consulting Group, Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (66); pension and profit sharing plans (but not the plan participants or government pension plans) (19); high net worth individuals (3).

**Does The Asset Consulting Group, Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/173060

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $106,500,000
- Discretionary: $0
- Non-discretionary: $106,500,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 66 | $10,000,000 |
| High net worth individuals | 3 | $7,700,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 19 | $88,800,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2017 (9 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- assetconsultinggroup.com
- LinkedIn @DREW-BARTON-115B5399
- LinkedIn @gary-barton-b45707a
- LinkedIn @josh-moffis-b69089169

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Asset Consulting Group, Inc (CRD 173060): Form ADV filing data as of October 2026.
