Asset Strategy Retirement Plan Consultants, LLC
● SEC registered since 2018CRD 147982SEC# 801-113160Camp Hill, PA
Reg. AUM
$116.4M
Employees
5
Accounts
539
Location
Camp Hill, PA
Asset Strategy Retirement Plan Consultants, LLC assets under management
Asset Strategy Retirement Plan Consultants, LLC operates as an SEC-registered investment adviser based in Camp Hill, PA. The firm has been registered since 2018. It reports $116.4 million in regulatory assets under management and employs 5 people.
Asset Strategy Retirement Plan Consultants, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Keaton Tyler Macut Control | Owner, Financial Advisor And Partner | 25-50% | 2020 |
| Neil Joseph Moody Control | Director Of Operations, Partner | 5-10% | 2020 |
| Stacy Stephen Heistand Control | Chief Compliance Officer, Financial Advisor, Partner | 25-50% | 2020 |
Frequently asked questions
How much does Asset Strategy Retirement Plan Consultants, LLC manage?
Asset Strategy Retirement Plan Consultants, LLC reports $116.4 million in regulatory assets under management on its Form ADV.
How many employees does Asset Strategy Retirement Plan Consultants, LLC have?
Asset Strategy Retirement Plan Consultants, LLC reports 5 employees.
Where is Asset Strategy Retirement Plan Consultants, LLC located?
Asset Strategy Retirement Plan Consultants, LLC is based in Camp Hill, PA and has been SEC-registered since 2018.
Does Asset Strategy Retirement Plan Consultants, LLC disclose fund performance?
Asset Strategy Retirement Plan Consultants, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3425 Simpson Ferry Rd, Suite 204, Camp Hill, PA 17011 |
| Phone | (717) 602-1100 |
| Fax | 866-304-7936 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$116.4M▲ 28%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$116.4Mregulatory AUM
Discretionary $4.3MNon-discretionary $112.1M