ASSET CONSULTING GROUP, LLC
Latest filing: Mar 28, 2025 (110 days ago)
AUM
$753,553,266
-4% change vs. 1 year ago
83% change vs. 3 years ago
125% change vs. 5 years ago
949% change vs. 10 years ago
Employee Count
50
9% change vs. 1 year ago
6% change vs. 3 years ago
6% change vs. 5 years ago
9% change vs. 10 years ago
Main Office
CLAYTON, MO
231 SOUTH BEMISTON AVENUE, CLAYTON, MO, UNITED STATES, 63105
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.6 |
| Non-Discretionary | $0.2 |
| Total | $0.8 |
| Client | AUM |
|---|---|
| Retail | $0.4 |
| Pooled | $0.0 |
| Institutional | $0.4 |
| Total | $0.8 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 64 | $0.4 |
| Average HNW AUM | $5,778,477 | |
| Retail Total | 64 | $0.4 |
| Average Retail AUM | $5,778,477 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| THE NORTHERN TRUST COMPANY | CHICAGO-IL-USA | $0.2 |
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.2 |
| COMMERCE BANK | SAINT LOUIS-MO-USA | $0.2 |
| COMERICA BANK | DETROIT-MI-USA | $0.1 |
| DORSEY AND WHITNEY TRUST COMPANY, LLC | SIOUX FALLS-SD-USA | $0.1 |
| US BANK NATIONAL ASSOCIATION | CINCINATTI-OH-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.8 |
| Retail SMA AUM | $0.4 |
| Institutional SMA AUM | $0.4 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 50% | $0.4 |
| Other Pools | 24% | $0.2 |
| Cash | 3% | $0.0 |
| Other | 23% | $0.2 |
| Total | 100% | $0.8 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
15 active
| Name | Title |
|---|---|
| MUETH, DONALD, JOHN | MANAGING DIRECTOR & CHIEF FINANCIAL OFFICER |
| TARLAS, DANIEL, CHRISTOPHER | SENIOR MANAGING DIRECTOR |
| TARLAS, GEORGE, ANTHONY | SENIOR MANAGING DIRECTOR |
| PULOS, JASON, CONSTANTINE | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
21 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| PATRICIA KAROLCZAK | CLAYTON | MO | S65|2010-04-29 | ||||||
| NATHAN BURK | CLAYTON | MO | S66|2007-09-14 | CHARTERED FINANCIAL ANALYST | |||||
| GEORGE TARLAS | CLAYTON | MO | CHARTERED FINANCIAL ANALYST | ||||||
| THOMAS JANISCH | CLAYTON | MO | CHARTERED FINANCIAL ANALYST | ||||||
| MITCHELL BORAZ | CLAYTON | MO | S63|1986-03-29 | ||||||
| ALEXANDER NIXON | CLAYTON | MO | CHARTERED FINANCIAL ANALYST | ||||||
| DONALD MUETH | CLAYTON | MO | S63|1985-07-01 | CHARTERED FINANCIAL ANALYST | |||||
| CRAIG COLEMAN | CLAYTON | MO | S66|2006-03-03 | ||||||
| PATRICK MILLER | CLAYTON | MO | CHARTERED FINANCIAL ANALYST | ||||||
| ROGER WILLIS | CLAYTON | MO | CHARTERED FINANCIAL ANALYST | ||||||
| PHINEAS TROY | CLAYTON | MO | S66|2008-09-22|S63|2020-08-17 | CHARTERED FINANCIAL ANALYST | |||||
| CHRISTOPHER LOWRY | CLAYTON | MO | CHARTERED FINANCIAL ANALYST | ||||||
| CHARLES MOORE | CLAYTON | MO | CHARTERED FINANCIAL ANALYST | ||||||
| ELIZABETH BOWEN | CLAYTON | MO | S63|2003-02-28 | CHARTERED FINANCIAL ANALYST | |||||
| WILLIAM MELVIN | CLAYTON | MO | CHARTERED FINANCIAL ANALYST | ||||||
| DANIEL TARLAS | CLAYTON | MO | S63|1983-09-27 | ||||||
| JOSEPH NUGENT | CLAYTON | MO | S65|2019-08-31 | ||||||
| JASON PULOS | CLAYTON | MO | CHARTERED FINANCIAL ANALYST | ||||||
| HALEY SIEFERT | CLAYTON | MO | S66|2001-11-07 | ||||||
| MICHAEL HOTZ | CLAYTON | MO | CHARTERED FINANCIAL ANALYST | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.8 | $0.0 | 0% | 50 | 0 | 0% |
| 2025-04-21 | $0.8 | $0.0 | 0% | 50 | 0 | 0% |
| 2024-04-02 | $0.8 | $0.0 | -4% | 46 | 4 | 9% |
| 2023-04-04 | $0.5 | $0.2 | 48% | 47 | 3 | 6% |
| 2022-04-01 | $0.4 | $0.3 | 83% | 47 | 3 | 6% |
| 2021-04-05 | $0.4 | $0.4 | 98% | 47 | 3 | 6% |
| 2020-04-01 | $0.3 | $0.4 | 125% | 47 | 3 | 6% |
| 2019-04-01 | $0.4 | $0.4 | 110% | 47 | 3 | 6% |
| 2018-04-02 | $0.2 | $0.6 | 396% | 47 | 3 | 6% |
| 2017-04-01 | $0.1 | $0.7 | 808% | 47 | 3 | 6% |
| 2016-04-01 | $0.1 | $0.7 | 931% | 43 | 7 | 16% |
| 2015-04-01 | $0.1 | $0.7 | 949% | 46 | 4 | 9% |
| 2014-04-01 | $0.3 | $0.5 | 156% | 45 | 5 | 11% |
| 2013-04-01 | $0.2 | $0.6 | 291% | 46 | 4 | 9% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MO, FL-06/21/1995, MI-11/16/1999, MO-05/14/1991, OK-01/01/1998, TX-04/27/2004 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV