ASSET CONSULTING GROUP, LLC

Overview

Asset Consulting Group, LLC operates as a capital allocator to both individual/family and institutional clients, emphasizing managed portfolios for businesses and institutions alongside pension consulting and the selection of outside advisers. The firm uses a mix of fee models — percentage of AUM, fixed fees and performance-based fees — to align compensation with mandate type. Its practice leans heavily on pooled public funds and mutual funds for core exposure, while it also sources third‑party managers and direct allocations into real assets when clients require diversification beyond tradable securities. The firm is not an active ESG investor per its filings and is not registered as a multi‑state adviser. In addition to advisory activities, Asset Consulting Group, LLC has a range of industry affiliations and operational roles: it participates in broker‑dealer arrangements, acts as a registered municipal advisor and security‑based swap dealer, and serves as sponsor or managing member of pooled investment vehicles. Those capabilities support its work for plan sponsors and institutions that require both advisory oversight and manager selection.

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