ADVISORY CONSULTING GROUP LLC
CRD #142666 SEC #801-67391 ALAMEDA, CA 510-239-4200
SEC Registered
Total AUM
$23.2M
Discretionary
$23.2M
Employees
2
Clients
0
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 14, 2020
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GONNELLA, THOMAS, AMEDIO | I | CCO | NA | Control |
| GONNELLA, THOMAS, AMEDIO | I | CCO | NA | Control |
| GONNELLA, THOMAS, AMEDIO | I | CCO | NA | Control |
| GONNELLA, THOMAS, AMEDIO | I | CCO | NA | Control |
| GONNELLA, THOMAS, AMEDIO | I | CCO | NA | Control |
| GONNELLA, THOMAS, AMEDIO | I | CCO | NA | Control |
| STEBBINS, ROBERT, WALTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEBBINS, ROBERT, WALTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEBBINS, ROBERT, WALTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEBBINS, ROBERT, WALTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEBBINS, ROBERT, WALTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEBBINS, ROBERT, WALTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEBBINS, ROBERT, WALTON | I | MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| STEBBINS, ROBERT, WALTON | I | MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| STEBBINS, ROBERT, WALTON | I | MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| STEBBINS, ROBERT, WALTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEBBINS, ROBERT, WALTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEBBINS, ROBERT, WALTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEBBINS, ROBERT, WALTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEBBINS, ROBERT, WALTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEBBINS, ROBERT, WALTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEBBINS, ROBERT, WALTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEBBINS, ROBERT, WALTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEBBINS, ROBERT, WALTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEBBINS, ROBERT, WALTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEBBINS, ROBERT, WALTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEBBINS, ROBERT, WALTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALKER, MICHAEL, RAY | I | EXECUTIVE OFFICER | NA | Control |
| WALKER, MICHAEL, RAY | I | EXECUTIVE OFFICER | NA | Control |
| WALKER, MICHAEL, RAY | I | EXECUTIVE OFFICER | NA | Control |
| WALKER, MICHAEL, RAY | I | PRINCIPAL | NA | Control |
| WALKER, MICHAEL, RAY | I | MANAGING MEMBER | NA | Control |
| WALKER, MICHAEL, RAY | I | MANAGING MEMBER | NA | Control |
| WALKER, MICHAEL, RAY | I | MANAGING MEMBER | NA | Control |
| WALKER, MICHAEL, RAY | I | EXECUTIVE OFFICER | NA | Control |
| WALKER, MICHAEL, RAY | I | EXECUTIVE OFFICER | NA | Control |
| WALKER, MICHAEL, RAY | I | EXECUTIVE OFFICER | NA | Control |
| WALKER, MICHAEL, RAY | I | EXECUTIVE OFFICER | NA | Control |
| WALKER, MICHAEL, RAY | I | EXECUTIVE OFFICER | NA | Control |
| WALKER, MICHAEL, RAY | I | EXECUTIVE OFFICER | NA | Control |
| WALKER, MICHAEL, RAY | I | EXECUTIVE OFFICER | NA | Control |
| WALKER, MICHAEL, RAY | I | EXECUTIVE OFFICER | NA | Control |
| WALKER, MICHAEL, RAY | I | EXECUTIVE OFFICER | NA | Control |
| WALKER, MICHAEL, RAY | I | EXECUTIVE OFFICER | NA | Control |
| WALKER, MICHAEL, RAY | I | EXECUTIVE OFFICER | NA | Control |
| WALKER, MICHAEL, RAY | I | EXECUTIVE OFFICER | NA | Control |
| PENSION SPECIALISTS, INC. | DE | MEMBER | E | Control |
| PENSION SPECIALISTS, INC. | DE | MEMBER | E | Control |
| PENSION SPECIALISTS, INC. | DE | MEMBER | E | Control |
| PENSION SPECIALISTS, INC. | DE | OWNER | E | Control |
| PENSION SPECIALISTS, INC. | DE | OWNER | E | Control |
| PENSION SPECIALISTS, INC. | DE | OWNER | E | Control |
| PENSION SPECIALISTS, INC. | DE | MEMBER | E | Control |
| PENSION SPECIALISTS, INC. | DE | MEMBER | E | Control |
| PENSION SPECIALISTS, INC. | DE | MEMBER | E | Control |
| PENSION SPECIALISTS, INC. | DE | MEMBER | E | Control |
| PENSION SPECIALISTS, INC. | DE | MEMBER | E | Control |
| PENSION SPECIALISTS, INC. | DE | MEMBER | E | Control |
| PENSION SPECIALISTS, INC. | DE | MEMBER | E | Control |
| PENSION SPECIALISTS, INC. | DE | MEMBER | E | Control |
| PENSION SPECIALISTS, INC. | DE | MEMBER | E | Control |
| PENSION SPECIALISTS, INC. | DE | MEMBER | E | Control |
| STEBBINS, ROBERT, WALTON | I | PRINCIPAL | E | Control |
| STEBBINS, ROBERT, WALTON | I | PRINCIPAL | E | Control |
| STEBBINS, ROBERT, WALTON | I | PRINCIPAL, MANAGING MEMBER, CCO | E | Control |
| STEBBINS, ROBERT, WALTON | I | PRINCIPAL, MANAGING MEMBER | E | Control |
| STEBBINS, ROBERT, WALTON | I | PRINCIPAL, MANAGING MEMBER, CCO | E | Control |
| STEBBINS, ROBERT, WALTON | I | PRINCIPAL, MANAGING MEMBER, CCO | E | Control |
| VERISIGHT, INC | DE | MEMBER | E | Control |
| VERISIGHT, INC | DE | MEMBER | E | Control |
| VERISIGHT, INC | DE | MEMBER | E | Control |
| VERISIGHT, INC | DE | MEMBER | E | Control |
| VERISIGHT, INC | DE | MEMBER | E | Control |
| STEBBINS, ROBERT, WALTON | I | PRINCIPAL; CHIEF COMPLIANCE OFFICER | D | Control |
| STEBBINS, ROBERT, WALTON | I | PRINCIPAL; CHIEF COMPLIANCE OFFICER | D | Control |
| STEBBINS, ROBERT, WALTON | I | PRINCIPAL; CHIEF COMPLIANCE OFFICER | D | Control |
| STEBBINS, ROBERT, WALTON | I | PRINCIPAL; CHIEF COMPLIANCE OFFICER | D | Control |
| STEBBINS, ROBERT, WALTON | I | PRINCIPAL; CHIEF COMPLIANCE OFFICER | D | Control |
| STEBBINS, ROBERT, WALTON | I | PRINCIPAL; CHIEF COMPLIANCE OFFICER | D | Control |
| STEBBINS, ROBERT, WALTON | I | PRINCIPAL; CHIEF COMPLIANCE OFFICER | D | Control |
| STEBBINS, ROBERT, WALTON | I | PRINCIPAL | D | Control |
| STEBBINS, ROBERT, WALTON | I | PRINCIPAL; CHIEF COMPLIANCE OFFICER | D | Control |
| STEBBINS, ROBERT, WALTON | I | PRINCIPAL | D | Control |
| STEBBINS, ROBERT, WALTON | I | PRINCIPAL; CHIEF COMPLIANCE OFFICER | D | Control |
| STEBBINS, ROBERT, WALTON | I | PRINCIPAL | D | Control |
| WALKER, MICHAEL, RAY | I | PRINCIPAL | D | Control |
| WALKER, MICHAEL, RAY | I | PRINCIPAL | D | Control |
| WALKER, MICHAEL, RAY | I | PRINCIPAL | D | Control |
| WALKER, MICHAEL, RAY | I | PRINCIPAL | D | Control |
| WALKER, MICHAEL, RAY | I | PRINCIPAL | D | Control |
| WALKER, MICHAEL, RAY | I | PRINCIPAL | D | Control |
| WALKER, MICHAEL, RAY | I | PRINCIPAL | D | Control |
| WALKER, MICHAEL, RAY | I | PRINCIPAL | D | Control |
| WALKER, MICHAEL, RAY | I | PRINCIPAL | D | Control |
| WALKER, MICHAEL, RAY | I | PRINCIPAL | D | Control |
| WALKER, MICHAEL, RAY | I | PRINCIPAL | D | Control |
| WALKER, MICHAEL, RAY | I | PRINCIPAL | D | Control |
| STRATEGIES CAPITAL MANAGEMENT | DE | MEMBER | B | |
| STRATEGIES CAPITAL MANAGEMENT | DE | MEMBER | B | |
| STRATEGIES CAPITAL MANAGEMENT | DE | MEMBER | B | |
| STRATEGIES CAPITAL MANAGEMENT | DE | MEMBER | B | |
| STRATEGIES CAPITAL MANAGEMENT | DE | MEMBER | B | |
| STRATEGIES CAPITAL MANAGEMENT | DE | MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PSI STOCK OWNERSHIP PLAN | DE | PENSION SPECIALISTS, INC. | F | |
| PSI STOCK OWNERSHIP PLAN | DE | PENSION SPECIALISTS, INC. | F | |
| PSI STOCK OWNERSHIP PLAN | DE | PENSION SPECIALISTS, INC. | F | |
| PSI STOCK OWNERSHIP PLAN | DE | PENSION SPECIALISTS, INC. | F | |
| PSI STOCK OWNERSHIP PLAN | DE | PENSION SPECIALISTS, INC. | F | |
| PSI STOCK OWNERSHIP PLAN | DE | PENSION SPECIALISTS, INC. | F | |
| PSI STOCK OWNERSHIP PLAN | DE | PENSION SPECIALISTS, INC. | F | |
| PSI STOCK OWNERSHIP PLAN | DE | PENSION SPECIALISTS, INC. | F | |
| PSI STOCK OWNERSHIP PLAN | DE | PENSION SPECIALISTS, INC. | F | |
| STEBBINS, ROBERT, WALTON | I | PENSION SPECIALISTS, INC. | F | Control |
| STEBBINS, ROBERT, WALTON | I | PENSION SPECIALISTS, INC. | F | Control |
| STEBBINS, ROBERT, WALTON | I | PENSION SPECIALISTS, INC. | F | Control |
| STEBBINS, ROBERT, WALTON | I | PENSION SPECIALISTS, INC. | F | Control |
| STEBBINS, ROBERT, WALTON | I | PENSION SPECIALISTS, INC. | F | Control |
| STEBBINS, ROBERT, WALTON | I | PENSION SPECIALISTS, INC. | F | Control |
| KARFUNKEL, GEORGE | I | PENSION SPECIALISTS, INC. | E | Control |
| KARFUNKEL, GEORGE | I | PENSION SPECIALISTS, INC. | E | Control |
| KARFUNKEL, GEORGE, (NMN) | I | PENSION SPECIALISTS, INC. | E | Control |
| KARFUNKEL, GEORGE, (NMN) | I | PENSION SPECIALISTS, INC. | E | Control |
| KARFUNKEL, GEORGE, (NMN) | I | PENSION SPECIALISTS, INC. | E | Control |
| KARFUNKEL, GEORGE, (NMN) | I | PENSION SPECIALISTS, INC. | E | Control |
| KARFUNKEL, GEORGE, (NMN) | I | PENSION SPECIALISTS, INC. | E | Control |
| KARFUNKEL, GEORGE, (NMN) | I | PENSION SPECIALISTS, INC. | E | Control |
| KARFUNKEL, GEORGE, (NMN) | I | PENSION SPECIALISTS, INC. | E | Control |
| KARFUNKEL, GEORGE, (NMN) | I | PENSION SPECIALISTS, INC. | E | Control |
| KARFUNKEL, GEORGE, (NMN) | I | PENSION SPECIALISTS, INC. | E | Control |
| KARFUNKEL, GEORGE, (NMN) | I | PENSION SPECIALISTS, INC. | E | Control |
| KARFUNKEL, GEORGE, (NMN) | I | PENSION SPECIALISTS, INC. | E | Control |
| KARFUNKEL, GEORGE, (NMN) | I | PENSION SPECIALISTS, INC. | E | Control |
| KARFUNKEL, GEORGE, (NMN) | I | PENSION SPECIALISTS, INC. | E | Control |
| WALKER, MICHAEL | I | PENSION SPECIALISTS, INC. | D | Control |
| WALKER, MICHAEL | I | PENSION SPECIALISTS, INC. | D | Control |
| WALKER, MICHAEL | I | PENSION SPECIALISTS, INC. | D | Control |
| WALKER, MICHAEL, RAY | I | PENSION SPECIALISTS, INC. | D | Control |
| WALKER, MICHAEL, RAY | I | PENSION SPECIALISTS, INC. | D | Control |
| WALKER, MICHAEL, RAY | I | PENSION SPECIALISTS, INC. | D | Control |
Registrations
Federal
IA
Jan 14, 2020 REGISTERED
Notice Filings (3)
CA CO IL
Address
2239 HARBOR BAY PARKWAYALAMEDA, CA 94502
United States
Phone: 510-239-4200