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Anne Hernandez, portrait

Anne Hernandez

Partner & SR. Research Analyst at Asset Strategy Consultants

Firm officerUpdated

Anne Hernandez has been Partner & SR. Research Analyst of Asset Strategy Consultants LLC, a Hunt Valley, MD investment adviser managing $5.16B, since October 2025.

1
Years in role
$5.16B
Firm AUM
48
Firm clients
11
Firm advisers

From Form ADV filed 17 June 2026Form ADV

Career

Anne Hernandez is not listed as a control person, but directly owns between 10% and 25% of Asset Strategy Consultants. Anne Hernandez holds a Bachelor of Science in Mathematics from the University of Richmond and an MBA in Finance from Loyola College.

Asset Strategy Consultants is an investment adviser based in Hunt Valley, MD, registered with the SEC since 1998. It provides investment management. Its clients include insurance companies, charitable organizations, and pension and profit-sharing plans. Its regulatory assets under management total $5.16 billion, as filed on 17 June 2026. Its fees, ownership and offices are on the firm’s profile.

Anne B. Hernandez is Co-Managing Partner, Director of Investments of Asset Strategy Consultants, based in Hunt Valley. She is responsible for researching investment managers, primarily of alternative strategies, and conducting and overseeing special asset class projects. Prior to joining Asset Strategy Consultants in 2006, she spent three years as Director of Client Service with Legg Mason Capital Management.

Credentials

Professional designations

Listed by Asset Strategy Consultants

  • CFA

Key facts

CRD
2861210
Firm
Asset Strategy Consultants · CRD 110800
Role
Partner & SR. Research Analyst
In role since
October 2025 · 1 year
Control person
Not listed
Direct ownership
10% to 25%
Firm headquarters
Hunt Valley, MD
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Anne Hernandez work?

Anne Hernandez has been Partner & SR. Research Analyst of Asset Strategy Consultants LLC since October 2025.

Source: Form ADV, Schedule A, filed 17 June 2026

Is Anne Hernandez a CFA charterholder?

Asset Strategy Consultants lists Anne Hernandez with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.

Source: Anne B. Hernandez, CFA biography, assetstrategyconsultants.com

How can I verify Anne Hernandez’s record?

Anne Hernandez’s role is listed on Asset Strategy Consultants LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 110800.

Source: Form ADV, Schedule A, filed 17 June 2026

Leadership at Asset Strategy Consultants

Sources

  1. IAPD individual lookup, CRD 2861210, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Asset Strategy Consultants LLC, filed 17 June 2026. Title, control and ownership bands.
  3. Asset Strategy Consultants team page. Biography, education, credentials, awards and the portrait, reproduced for identification.