Asset manager · Clayton, MO
Asset Consulting Group, LLC
SEC-registered investment adviser · CRD 107574 · SEC 801-39372
At a glance
Asset Consulting Group, LLC is an SEC-registered investment adviser based in Clayton, Missouri, with $1.1 billion in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is charitable organizations, and it reports 63 individual clients. By Form ADV it is a asset manager, ranked 1,314th of 3,218 asset managers and 5,095th of 17,210 SEC-registered advisers by assets.
Main office 314-862-4848acgnet.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.1B
- Rank among asset managers
- #1,314 of 3,218
- Rank among all SEC RIAs
- #5,095 of 17,210
- Rank in Missouri
- #58 of 196
- Individual clients
- 63
- High-net-worth clients
- 63
- Accounts
- 25
- Discretionary
- 79% of AUM
- Employees
- 50
- Advisory staff
- 32
- Offices
- 1
Owners and executives on its Form ADV
- Donald J. MuethManaging Director & Chief Financial Officer
- Daniel C. TarlasSenior Managing Director
- George A. TarlasSenior Managing Director
- Jason C. PulosManaging Director & Chief Compliance Officer
Custody and brokerage
6 custodians
- Northern Trust$268M24%
- Charles Schwab$235M21%
- BNY$214M20%
- Commerce Trust$209M19%
- Dorsey and Whitney Trust$90M8%
- U.S. Bank$80M7%
Broker-dealer
Affiliated broker-dealer
It reports a broker-dealer among its affiliates on Form ADV.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Charitable organizations | 38 | $602M | 55% |
| High-net-worth individuals | 63 | $494M | 45% |
| Pension and profit sharing plans | 10 | $0M | 0% |
| State or municipal government entities | 33 | $0M | 0% |
| Other investment advisers | 4 | $0M | 0% |
| Insurance companies | 10 | $0M | 0% |
| Other | 3 | $0M | 0% |
Disciplinary disclosures
Asset Consulting Group, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗acgnet.com ↗
AtlasMembers
The full record on Asset Consulting Group, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 988 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Asset Consulting Group, LLC manage?
Asset Consulting Group, LLC reports $1.1 billion in regulatory assets under management across 25 accounts, 79% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is Asset Consulting Group, LLC?
Asset Consulting Group, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Asset Consulting Group, LLC’s clients?
By assets, its largest client types are charitable organizations ($602 million, 38 clients); high-net-worth individuals ($494 million, 63 clients); pension and profit sharing plans ($0, 10 clients).
Does Asset Consulting Group, LLC have any disciplinary history?
Asset Consulting Group, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Asset Consulting Group, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →