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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $5.2B | $362.2M | $4.8B | 17 | 0 |
| Apr 2025 | $5.2B | $362.2M | $4.8B | 17 | 0 |
| Mar 2024 | $5.4B | $457.8M | $4.9B | 20 | 0 |
| Mar 2023 | $6.9B | $2B | $4.9B | 22 | 0 |
| Oct 2022 | $8.6B | $2.4B | $6.2B | 22 | 0 |
| Mar 2022 | $8.6B | $2.4B | $6.2B | 22 | 0 |
| Mar 2021 | $12.7B | $2B | $10.7B | 30 | 0 |
| Aug 2020 | $10.8B | $1.6B | $9.3B | 25 | 0 |
| Jun 2020 | $10.8B | $1.6B | $9.3B | 25 | 0 |
| Apr 2020 | $10.8B | $1.6B | $9.3B | 25 | 0 |
| Mar 2019 | $9.5B | $26.6M | $9.5B | 24 | 0 |
| Jul 2018 | $9.5B | $26.6M | $9.5B | 24 | 0 |
| Mar 2018 | $9.5B | $26.6M | $9.5B | 28 | 0 |
| Aug 2017 | $7.9B | $51M | $7.8B | 21 | 26 |
| Jul 2017 | $7.9B | $51M | $7.8B | 21 | 26 |
| Mar 2017 | $7.9B | $51M | $7.8B | 22 | 26 |
| Mar 2017 | $7.9B | $51M | $7.8B | 22 | 26 |
| Mar 2016 | $7.5B | $17.4M | $7.4B | 21 | 100 |
| Mar 2015 | $8.5B | $0 | $8.5B | 25 | 100 |
| Mar 2014 | $7.9B | $34.6M | $7.9B | 27 | 110 |
| Mar 2013 | $6.9B | $0 | $6.9B | 30 | 110 |
| Mar 2012 | $7.6B | $0 | $7.6B | 11 | 110 |
| Mar 2011 | $7.8B | $0 | $7.8B | -- | -- |
| Dec 2010 | $7.8B | $0 | $7.8B | -- | -- |
| Dec 2010 | $7.8B | $0 | $7.8B | -- | -- |
| Mar 2010 | $7.8B | $0 | $7.8B | -- | -- |
| Oct 2007 | $7.4B | $0 | $7.4B | -- | -- |
| Apr 2007 | $5.8B | $0 | $5.8B | -- | -- |
| Sep 2005 | $3.1B | $0 | $3.1B | -- | -- |
| Jun 2005 | $3.1B | $0 | $3.1B | -- | -- |
| Mar 2004 | $2.5B | $0 | $2.5B | -- | -- |
| Sep 2001 | $420M | $0 | $420M | -- | -- |
DateOct 2025
Total AUM$5.2B
Discretionary$362.2M
Non-Disc.$4.8B
Employees17
Clients0
DateApr 2025
Total AUM$5.2B
Discretionary$362.2M
Non-Disc.$4.8B
Employees17
Clients0
DateMar 2024
Total AUM$5.4B
Discretionary$457.8M
Non-Disc.$4.9B
Employees20
Clients0
DateMar 2023
Total AUM$6.9B
Discretionary$2B
Non-Disc.$4.9B
Employees22
Clients0
DateOct 2022
Total AUM$8.6B
Discretionary$2.4B
Non-Disc.$6.2B
Employees22
Clients0
DateMar 2022
Total AUM$8.6B
Discretionary$2.4B
Non-Disc.$6.2B
Employees22
Clients0
DateMar 2021
Total AUM$12.7B
Discretionary$2B
Non-Disc.$10.7B
Employees30
Clients0
DateAug 2020
Total AUM$10.8B
Discretionary$1.6B
Non-Disc.$9.3B
Employees25
Clients0
DateJun 2020
Total AUM$10.8B
Discretionary$1.6B
Non-Disc.$9.3B
Employees25
Clients0
DateApr 2020
Total AUM$10.8B
Discretionary$1.6B
Non-Disc.$9.3B
Employees25
Clients0
DateMar 2019
Total AUM$9.5B
Discretionary$26.6M
Non-Disc.$9.5B
Employees24
Clients0
DateJul 2018
Total AUM$9.5B
Discretionary$26.6M
Non-Disc.$9.5B
Employees24
Clients0
DateMar 2018
Total AUM$9.5B
Discretionary$26.6M
Non-Disc.$9.5B
Employees28
Clients0
DateAug 2017
Total AUM$7.9B
Discretionary$51M
Non-Disc.$7.8B
Employees21
Clients26
DateJul 2017
Total AUM$7.9B
Discretionary$51M
Non-Disc.$7.8B
Employees21
Clients26
DateMar 2017
Total AUM$7.9B
Discretionary$51M
Non-Disc.$7.8B
Employees22
Clients26
DateMar 2017
Total AUM$7.9B
Discretionary$51M
Non-Disc.$7.8B
Employees22
Clients26
DateMar 2016
Total AUM$7.5B
Discretionary$17.4M
Non-Disc.$7.4B
Employees21
Clients100
DateMar 2015
Total AUM$8.5B
Discretionary$0
Non-Disc.$8.5B
Employees25
Clients100
DateMar 2014
Total AUM$7.9B
Discretionary$34.6M
Non-Disc.$7.9B
Employees27
Clients110
DateMar 2013
Total AUM$6.9B
Discretionary$0
Non-Disc.$6.9B
Employees30
Clients110
DateMar 2012
Total AUM$7.6B
Discretionary$0
Non-Disc.$7.6B
Employees11
Clients110
DateMar 2011
Total AUM$7.8B
Discretionary$0
Non-Disc.$7.8B
Employees--
Clients--
DateDec 2010
Total AUM$7.8B
Discretionary$0
Non-Disc.$7.8B
Employees--
Clients--
DateDec 2010
Total AUM$7.8B
Discretionary$0
Non-Disc.$7.8B
Employees--
Clients--
DateMar 2010
Total AUM$7.8B
Discretionary$0
Non-Disc.$7.8B
Employees--
Clients--
DateOct 2007
Total AUM$7.4B
Discretionary$0
Non-Disc.$7.4B
Employees--
Clients--
DateApr 2007
Total AUM$5.8B
Discretionary$0
Non-Disc.$5.8B
Employees--
Clients--
DateSep 2005
Total AUM$3.1B
Discretionary$0
Non-Disc.$3.1B
Employees--
Clients--
DateJun 2005
Total AUM$3.1B
Discretionary$0
Non-Disc.$3.1B
Employees--
Clients--
DateMar 2004
Total AUM$2.5B
Discretionary$0
Non-Disc.$2.5B
Employees--
Clients--
DateSep 2001
Total AUM$420M
Discretionary$0
Non-Disc.$420M
Employees--
Clients--