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ASSET CONSULTING GROUP, LLC

CLAYTON, MO · CRD 107574 · IAPD ↗ · guggenheimpartners.com · 314-862-4848

$1.10BRegulatory AUM
32Advisory reps
50Employees
128Clients
n/aPlanning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — ASSET CONSULTING GROUP, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2026 — ASSET CONSULTING GROUP, LLC crossed $1B in regulatory AUM ($781.7M -> $1.10B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
68
August 2025 — ASSET CONSULTING GROUP, LLC now reports custody of client assets ($589.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
68
April 2024 — ASSET CONSULTING GROUP, LLC reported RAUM up 54% ($507.8M -> $782.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.