ASB CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2000

Total AUM

$36.7B

Discretionary

$36.7B

100% of AUM

Avg account

$437M

Accounts

Employees

Advisory reps

Firm details

Headquarters: BETHESDA, Maryland
CRD number: 110995
Registered since: September 8, 2000
Website: www.asbcm.com
Custodians: BNY, CHEVY CHASE TRUST COMPANY, COMERICA SECURITIES,INC., U.S. BANK, N.A.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles89.95%
Corporations / Businesses4.42%
Pension & Profit Sharing Plans3.08%
Insurance Companies2.01%
Charitable Organizations0.48%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

ASB Capital Management LLC is an SEC-registered limited liability company that has been operating since 2000. The firm advises individuals, families and institutional clients and provides portfolio management across individual accounts, pooled investment vehicles, and for businesses or institutions. Its compensation structure combines a percentage-of-assets-under-management fee with performance-based fees, which aligns with its sponsorship and management of pooled vehicles and use of incentive-fee structures for some strategies. ASB does not identify as an active ESG investor and is not designated as a multi-state adviser in the provided data. ASB’s affiliations extend beyond pure advisory work: the firm is associated with other investment adviser roles, a trust company, and acts as sponsor, general partner and managing member of pooled investment vehicles. The firm is reported as not being a capital allocator in the sense of outsourcing broad portfolio allocation decisions to third-party allocators.