Asset manager · Springfield, MO
Pension Consultants Inc
SEC-registered investment adviser · CRD 113914 · SEC 801-56704
At a glance
Pension Consultants Inc is an SEC-registered investment adviser based in Springfield, Missouri, with $5.4 billion in regulatory assets under management as of its Form ADV filed October 1, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 38 individual clients. By Form ADV it is a asset manager, ranked 671st of 3,218 asset managers and 1,983rd of 17,210 SEC-registered advisers by assets.
Main office 417-889-4918pension-consultants.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $5.4B
- Rank among asset managers
- #671 of 3,218
- Rank among all SEC RIAs
- #1,983 of 17,210
- Rank in Missouri
- #22 of 196
- Individual clients
- 38
- High-net-worth clients
- 15
- Accounts
- 155
- Discretionary
- 46% of AUM
- Employees
- 16
- Advisory staff
- 6
- Offices
- 3
Owners and executives on its Form ADV
- Brian D. AllenFounder and Chairman
- Christopher R. ThixtonPrincipal
- Elizabeth AngusChief Compliance Officer
- Zachary H AllenChief Executive Officer and Chief Investment Officer
Custody and brokerage
3 custodians
- Matrix Trust$1.8B52%
- Empower Trust Company$905M26%
- John Hancock Trust$753M22%
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 50 | $5.4B | 99% |
| High-net-worth individuals | 15 | $47M | <1% |
| Individuals | 23 | $12M | <1% |
Disciplinary disclosures
Pension Consultants Inc reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Pension consulting
- Periodicals or newsletters
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗pension-consultants.com ↗
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The full record on Pension Consultants Inc
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 686 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
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Pension Consultants Inc manage?
Pension Consultants Inc reports $5.4 billion in regulatory assets under management across 155 accounts, 46% of it on a discretionary basis, on its Form ADV filed October 1, 2026.
What kind of firm is Pension Consultants Inc?
Pension Consultants Inc 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 Pension Consultants Inc’s clients?
By assets, its largest client types are pension and profit sharing plans ($5.4 billion, 50 clients); high-net-worth individuals ($47 million, 15 clients); individuals ($12 million, 23 clients).
Does Pension Consultants Inc have any disciplinary history?
Pension Consultants Inc 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 Pension Consultants Inc’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 (2026-03-31), 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 →