Asset Strategy Consultants LLC
● SEC registered since 1998CRD 110800SEC# 801-55215Hunt Valley, MD
Reg. AUM
$5.16B
Employees
14
Accounts
48
Location
Hunt Valley, MD
Asset Strategy Consultants LLC assets under management
Asset Strategy Consultants LLC is an SEC-registered investment adviser based in Hunt Valley, MD. The firm has been registered since 1998. It reports $5.2 billion in regulatory assets under management and employs 14 people.
Asset Strategy Consultants LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alfred James Morrison | Partner | 10-25% | 1992 |
| Andrew William Conner | Partner, Chief Investment Officer | 10-25% | 2025 |
| Anne Benson Hernandez | Partner & Sr. Research Analyst | 10-25% | 2025 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Asset Strategy Consultants LLC manage?
Asset Strategy Consultants LLC reports $5.2 billion in regulatory assets under management on its Form ADV.
How many employees does Asset Strategy Consultants LLC have?
Asset Strategy Consultants LLC reports 14 employees.
Where is Asset Strategy Consultants LLC located?
Asset Strategy Consultants LLC is based in Hunt Valley, MD and has been SEC-registered since 1998.
Does Asset Strategy Consultants LLC disclose fund performance?
Asset Strategy Consultants LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Six North Park Drive, Suite 208, Hunt Valley, MD 21030 |
| Phone | 410-528-8282 |
| Fax | 410-528-8305 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$5.16BNo change
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$5.16Bregulatory AUM
Discretionary $395.2MNon-discretionary $4.76B