ASSET STRATEGY CONSULTANTS LLC
CRD #110800 SEC #801-55215 HUNT VALLEY, MD 410-528-8282
SEC Registered
Total AUM
$5.2B
Discretionary
$362.2M
Employees
17
Clients
0
Accounts
72
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 22, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Conner, Andrew, William | I | PRINCIPAL & CHIEF INVESTMENT OFFICER | NA | |
| Conner, Andrew, William | I | PRINCIPAL & CHIEF INVESTMENT OFFICER | NA | |
| Conner, Andrew, William | I | PRINCIPAL & CHIEF INVESTMENT OFFICER | NA | |
| Conner, Andrew, William | I | PRINCIPAL & CHIEF INVESTMENT OFFICER | NA | |
| Conner, Andrew, William | I | PRINCIPAL & CHIEF INVESTMENT OFFICER | NA | |
| Conner, Andrew, William | I | PRINCIPAL & CHIEF INVESTMENT OFFICER | NA | |
| Conner, Andrew, William | I | PRINCIPAL & CHIEF INVESTMENT OFFICER | NA | |
| Conner, Andrew, William | I | PRINCIPAL & CHIEF INVESTMENT OFFICER | NA | |
| Conner, Andrew, William | I | PRINCIPAL & CHIEF INVESTMENT OFFICER | NA | |
| HERNANDEZ, ANNE, BENSON | I | PRINCIPAL & SR. RESEARCH ANALYST | NA | |
| HERNANDEZ, ANNE, BENSON | I | PRINCIPAL & SR. RESEARCH ANALYST | NA | |
| HERNANDEZ, ANNE, BENSON | I | PRINCIPAL & SR. RESEARCH ANALYST | NA | |
| HERNANDEZ, ANNE, BENSON | I | PRINCIPAL & SR. RESEARCH ANALYST | NA | |
| HERNANDEZ, ANNE, BENSON | I | PRINCIPAL & SR. RESEARCH ANALYST | NA | |
| HERNANDEZ, ANNE, BENSON | I | PRINCIPAL & SR. RESEARCH ANALYST | NA | |
| HERNANDEZ, ANNE, BENSON | I | PRINCIPAL & SR. RESEARCH ANALYST | NA | |
| HERNANDEZ, ANNE, BENSON | I | PRINCIPAL & SR. RESEARCH ANALYST | NA | |
| HERNANDEZ, ANNE, BENSON | I | PRINCIPAL & SR. RESEARCH ANALYST | NA | |
| HERNANDEZ, ANNE, BENSON | I | PRINCIPAL & SR. RESEARCH ANALYST | NA | |
| HERNANDEZ, ANNE, BENSON | I | PRINCIPAL & SR. RESEARCH ANALYST | NA | |
| KC, PAWITRA | I | PARTNER, SENIOR INVESTMENT ANALYST | NA | |
| MERRICK, ROBERT, GRAFF | I | PRINCIPAL | NA | |
| MERRICK, ROBERT, GRAFF | I | PRINCIPAL | NA | |
| MERRICK, ROBERT, GRAFF | I | PRINCIPAL | NA | |
| MERRICK, ROBERT, GRAFF | I | PRINCIPAL | NA | |
| MERRICK, ROBERT, GRAFF | I | PRINCIPAL | NA | |
| MERRICK, ROBERT, GRAFF | I | PRINCIPAL | NA | |
| MERRICK, ROBERT, GRAFF | I | PRINCIPAL | NA | |
| MERRICK, ROBERT, GRAFF | I | PRINCIPAL | NA | |
| MERRICK, ROBERT, GRAFF | I | PRINCIPAL | NA | |
| MERRICK, ROBERT, GRAFF | I | PRINCIPAL | NA | |
| MERRICK, ROBERT, GRAFF | I | PRINCIPAL | NA | |
| MERRICK, ROBERT, GRAFF | I | PRINCIPAL | NA | |
| MERRICK, ROBERT, GRAFF | I | PRINCIPAL | NA | |
| MERRICK, ROBERT, GRAFF | I | PRINCIPAL | NA | |
| MERRICK, ROBERT, GRAFF | I | PRINCIPAL | NA | |
| MERRICK, ROBERT, GRAFF | I | PRINCIPAL | NA | |
| SAUNDERS, DAVID, ELWOOD | I | PRINCIPAL | NA | |
| SAUNDERS, DAVID, ELWOOD | I | PRINCIPAL | NA | |
| SAUNDERS, DAVID, ELWOOD | I | PRINCIPAL | NA | |
| SAUNDERS, DAVID, ELWOOD | I | PRINCIPAL | NA | |
| SAUNDERS, DAVID, ELWOOD | I | PRINCIPAL | NA | |
| SAUNDERS, DAVID, ELWOOD | I | PRINCIPAL | NA | |
| SAUNDERS, DAVID, ELWOOD | I | PRINCIPAL | NA | |
| SAUNDERS, DAVID, ELWOOD | I | PRINCIPAL | NA | |
| SAUNDERS, DAVID, ELWOOD | I | PRINCIPAL | NA | |
| SAUNDERS, DAVID, ELWOOD | I | PRINCIPAL | NA | |
| SAUNDERS, DAVID, ELWOOD | I | PRINCIPAL | NA | |
| SAUNDERS, DAVID, ELWOOD | I | PRINCIPAL | NA | |
| SAUNDERS, DAVID, ELWOOD | I | PRINCIPAL | NA | |
| SUTER, INDIA, GALLOWAY | I | PARTNER, DIRECTOR OF BUSINESS DEVELOPMENT | NA | |
| ASSET STRATEGY CONSULTANTS OF FLORIDA | DE | OWNER | D | Control |
| ASSET STRATEGY CONSULTANTS OF FLORIDA | DE | OWNER | D | Control |
| HERGET, CHARLES EDWARD, JR. | DE | PRINCIPAL | D | Control |
| HERGET, CHARLES EDWARD, JR. | DE | PRINCIPAL | D | Control |
| HERGET, CHARLES EDWARD, JR. | DE | PRINCIPAL | D | Control |
| HERGET, CHARLES EDWARD, JR. | DE | PRINCIPAL | D | |
| HERGET, CHARLES EDWARD, JR. | DE | PRINCIPAL | D | Control |
| HERGET, CHARLES, EDWARD | I | MEMBER | D | Control |
| HERGET, CHARLES, EDWARD | I | MEMBER | D | Control |
| HERGET, CHARLES, EDWARD | I | MEMBER | D | Control |
| HERGET, CHARLES, EDWARD | I | MEMBER | D | Control |
| HERGET, CHARLES, EDWARD | I | MEMBER | D | Control |
| HERGET, CHARLES, EDWARD | I | PRINCIPAL | D | Control |
| HERGET, CHARLES, EDWARD | I | PRINCIPAL | D | Control |
| HERGET, CHARLES, EDWARD | I | MEMBER | D | Control |
| HERGET, CHARLES, EDWARD | I | MEMBER | D | Control |
| HERGET, CHARLES, EDWARD | I | MEMBER | D | Control |
| HERGET, CHARLES, EDWARD | I | MEMBER | D | Control |
| HERGET, CHARLES, EDWARD | I | MEMBER | D | Control |
| HERGET, CHARLES, EDWARD | I | MEMBER | D | Control |
| HERGET, CHARLES, EDWARD | I | MEMBER | D | Control |
| HERGET, CHARLES, EDWARD | I | MEMBER | D | Control |
| HERGET, CHARLES, EDWARD | I | MEMBER | D | Control |
| HERGET, CHARLES, EDWARD | I | MEMBER | D | Control |
| HERGET, CHARLES, EDWARD | I | MEMBER | D | Control |
| HERGET, CHARLES, EDWARD | I | MEMBER | D | Control |
| HERGET, CHARLES, EDWARD | I | MEMBER | D | Control |
| HERGET, CHARLES, EDWARD | I | MEMBER | D | Control |
| HERGET, CHARLES, EDWARD | I | MEMBER | D | Control |
| HERGET, CHARLES, EDWARD | I | MEMBER | D | Control |
| HERGET, CHARLES, EDWARD | I | MEMBER | D | Control |
| HERGET, CHARLES, EDWARD | I | MEMBER | D | Control |
| HERGET, CHARLES, EDWARD | I | MEMBER | D | Control |
| HERGET, CHARLES, EDWARD | I | MEMBER | D | Control |
| HERGET, CHARLES, EDWARD | I | MEMBER | D | Control |
| HERGET, CHARLES, EDWARD | I | MEMBER | D | Control |
| HERGET, CHARLES, EDWARD | I | MEMBER | D | Control |
| HERGET, CHARLES, EDWARD | I | MEMBER | D | Control |
| HERGET, CHARLES, EDWARD | I | MEMBER | D | Control |
| HERGET, CHARLES, EDWARD | I | MEMBER | D | Control |
| MORRISON, ALFRED JAMES | DE | PRINCIPAL, CHIEF COMPLIANCE OFFICER | D | Control |
| MORRISON, ALFRED JAMES | DE | PRINCIPAL | D | Control |
| MORRISON, ALFRED JAMES | DE | PRINCIPAL | D | Control |
| MORRISON, ALFRED JAMES | DE | PRINCIPAL | D | Control |
| MORRISON, ALFRED JAMES | DE | PRINCIPAL | D | Control |
| MORRISON, ALFRED, JAMES | I | CHIEF COMPLIANCE OFFICER | D | |
| ASSET STRATEGY CONSULTANTS OF FLORIDA | DE | OWNER | C | Control |
| HERGET, CHARLES EDWARD, JR. | DE | PRINCIPAL | C | |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | CHIEF COMPLIANCE OFFICER & PRINCIPAL | C | Control |
| MORRISON, ALFRED, JAMES | I | CHIEF COMPLIANCE OFFICER & PRINCIPAL | C | Control |
| MORRISON, ALFRED, JAMES | I | CHIEF COMPLIANCE OFFICER & PRINCIPAL | C | |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| BUENDIA, JUAN, MANUEL | I | CO-MANAGING PARTNER, DIRECTOR OF CLIENT ADVISORY | B | |
| Conner, Andrew, William | I | PARTNER, CHIEF INVESTMENT OFFICER | B | |
| HERNANDEZ, ANNE, BENSON | I | PRINCIPAL & SR. RESEARCH ANALYST | B | |
| MORRISON, ALFRED, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | PRINCIPAL & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | PRINCIPAL & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | PRINCIPAL | A | |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
| MEEHAN, JOHN, FRANCIS | I | MEMBER & DIRECTOR OF RESEARCH | A | Control |
Registrations
Federal
IA
Oct 22, 2025 REGISTERED
Notice Filings (12)
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Address
SIX NORTH PARK DRIVESUITE 208
HUNT VALLEY, MD 21030
United States
Phone: 410-528-8282