Asset manager
Investment Consultants LLC
SEC-registered investment adviser · CRD 314810 · SEC 801-121405
At a glance
Investment Consultants LLC is an SEC-registered investment adviser based in United States, with $123 million in regulatory assets under management as of its Form ADV filed March 23, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 8 individual clients. By Form ADV it is a asset manager, ranked 2,272nd of 3,218 asset managers and 14,617th of 17,210 SEC-registered advisers by assets.
- Regulatory AUM
- $123M
- Rank among asset managers
- #2,272 of 3,218
- Rank among all SEC RIAs
- #14,617 of 17,210
- Individual clients
- 8
- High-net-worth clients
- 7
- Accounts
- 19
- Discretionary
- 0% of AUM
- Employees
- 1
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- William D. GelaManaging Director, Chief Compliance Officer & Owner
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 1 | $95M | 77% |
| Other | 2 | $16M | 13% |
| High-net-worth individuals | 7 | $12M | 9% |
| Individuals | 1 | $0M | <1% |
Disciplinary disclosures
Investment Consultants LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Investment Consultants 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, 4 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 623 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Investment Consultants LLC manage?
Investment Consultants LLC reports $123 million in regulatory assets under management across 19 accounts, on its Form ADV filed March 23, 2026.
What kind of firm is Investment Consultants LLC?
Investment Consultants 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 Investment Consultants LLC’s clients?
By assets, its largest client types are pension and profit sharing plans ($95 million, 1 clients); other ($16 million, 2 clients); high-net-worth individuals ($12 million, 7 clients).
Does Investment Consultants LLC have any disciplinary history?
Investment Consultants 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 Investment Consultants 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 (2026-03-23), 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 →