Asset Strategy Consultants provides portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, and educational seminars.
Asset Strategy Consultants reports 48 clients. They include 18 charitable organizations, 11 high-net-worth individuals, and 9 pension and profit-sharing plans. Of its assets, 7.7% ($395M across 16 accounts) are managed with discretion; $4.76B across 32 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 6% | <1% |
| High-net-worth individuals | 23% | 2% |
| Pension and profit-sharing plans | 19% | 13% |
| Charitable organizations | 38% | 33% |
| State or municipal government entities | 2% | 1% |
| Other client typesInsurance companies; Other | 13% | 51% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | $2.02M | 0.0% | $672K |
| High-net-worth individuals | 11 | $80.8M | 1.6% | $7.35M |
| Pension and profit-sharing plans | 9 | $688M | 13.3% | $76.5M |
| Charitable organizations | 18 | $1.69B | 32.8% | $94.1M |
| State or municipal government entities | Fewer than 5 | $76.2M | 1.5% | $76.2M |
| Insurance companies | Fewer than 5 | $2.48B | 48.1% | $2.48B |
| Other | 5 | $136M | 2.6% | $27.3M |
| Total | 48 | $5.16B | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $2.02M
- AUM share
- 0.0%
- Avg. per client
- $672K
- Clients
- 11
- Regulatory AUM
- $80.8M
- AUM share
- 1.6%
- Avg. per client
- $7.35M
- Clients
- 9
- Regulatory AUM
- $688M
- AUM share
- 13.3%
- Avg. per client
- $76.5M
- Clients
- 18
- Regulatory AUM
- $1.69B
- AUM share
- 32.8%
- Avg. per client
- $94.1M
- Clients
- Fewer than 5
- Regulatory AUM
- $76.2M
- AUM share
- 1.5%
- Avg. per client
- $76.2M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.48B
- AUM share
- 48.1%
- Avg. per client
- $2.48B
- Clients
- 5
- Regulatory AUM
- $136M
- AUM share
- 2.6%
- Avg. per client
- $27.3M
Total
- Clients
- 48
- Regulatory AUM
- $5.16B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Asset Strategy Consultants is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Asset Strategy Consultants of Florida owns 25% to 50% of Asset Strategy Consultants. The leadership team of Asset Strategy Consultants includes Chief Investment Officer Andrew Conner and Chief Compliance Officer John Meehan. It has 14 employees, 11 of them in advisory roles.
Staff
- 14 employees
- 11 in advisory functions
- 5 state-registered reps
- Owns 25% to 50% of Asset Strategy Consultants LLC
Asset Strategy Consultants of Florida
Control person · since March 2023
- Owns 10% to 25% of Asset Strategy Consultants LLC
Alfred Morrison
since July 1992
- Owns 10% to 25% of Asset Strategy Consultants LLC
Anne Hernandez
since October 2025
- Owns 10% to 25% of Asset Strategy Consultants LLC
Juan Buendia
since October 2025
- Owns 10% to 25% of Asset Strategy Consultants LLC
Andrew Conner
since October 2025
- Owns 5% to 10% of Asset Strategy Consultants LLC
John Meehan
since September 2007
Asset Strategy Consultants’ regulatory assets fell from $12.7B (March 2021) to $5.16B (June 2026); clients fell from 89 to 48 and employees from 30 to 14.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $5.16B | 48 | 14 | 1 |
| Apr 2025April 2025 | $5.17B | 72 | 17 | 1 |
| Mar 2024March 2024 | $5.41B | 82 | 20 | 2 |
| Mar 2023March 2023 | $6.86B | 92 | 22 | 2 |
| Mar 2022March 2022 | $8.62B | 90 | 22 | 2 |
| Mar 2021March 2021 | $12.7B | 89 | 30 | 4 |
Besides its headquarters, Asset Strategy Consultants has 0 offices, with 1 listed address in 1 state.
Maryland · 1 listed address
- Six North Park Drive, Suite 208, Hunt ValleyHQ
Contact and registration details
- Legal name
- Asset Strategy Consultants LLC
- Headquarters
- Six North Park Drive, Suite 208, Hunt Valley, MD 21030
- Website
- assetstrategyconsultants.com
- Phone
- 410-528-8282
- @asset-strategy-consultants
- SEC file
- 801-55215
- Structure
- Maryland LLC
- Fiscal year end
- December
Asset Strategy Consultants does not have custody of client assets.
What the accounts hold
- Other100%
- Mutual funds, separate accounts and private funds are managed by third party advisors.100%
How many clients does Asset Strategy Consultants have?
Asset Strategy Consultants has 48 clients and manages $5.16 billion for them, as of June 2026. They include 18 charitable organizations, 11 high-net-worth individuals, and 9 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 June 2026
What services does Asset Strategy Consultants offer?
Asset Strategy Consultants provides portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Asset Strategy Consultants have?
Asset Strategy Consultants has 5 investment adviser representatives registered with state securities authorities, out of 14 employees, and 11 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Asset Strategy Consultants invest in?
At the end of its last fiscal year, Asset Strategy Consultants’ separately managed accounts held 100% other. The 100% other category is described as: Mutual Funds, Separate Accounts and Private Funds Are Managed by Third Party Advisors.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Asset Strategy Consultants?
Asset Strategy Consultants’ direct owners are Alfred Morrison, John Meehan, Anne Hernandez, Asset Strategy Consultants of Florida, Juan Buendia and Andrew Conner, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 17 June 2026
How does Asset Strategy Consultants get paid?
Asset Strategy Consultants is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Asset Strategy Consultants?
Asset Strategy Consultants’ main office is at Six North Park Drive, Suite 208, Hunt Valley, MD 21030. Its phone number is 410-528-8282. Its website is assetstrategyconsultants.com.
