Asset Consulting Group, LLC

Registered investment adviser · Clayton, MO · CRD #107574

Form ADV data as of 2026-09-01

Regulatory assets

$1.10 billion

Total accounts

Employees

Disclosure events

Firm details

Website: http://www.guggenheimpartners.com
Telephone: 314-862-4848
SEC file number: 801-39372
Most recent Form ADV filing: 2026-03-30
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$861.5 million
Non-discretionary regulatory assets under management	$234.6 million
Total regulatory assets under management	$1.10 billion
Discretionary accounts	16
Non-discretionary accounts	9
Total accounts	25
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	50
Employees performing investment advisory functions (including research)	32
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	21
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$861.5 million
Clients for whom the firm has custody	16
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	5

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)Performance-based fees

Advisory services offered

Portfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Other

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Registered municipal advisorRegistered security-based swap dealerCommodity pool operator or commodity trading advisorInsurance company or agencyReal estate broker or dealerSponsor, general partner, or managing member of pooled investment vehicles

Client types

Type of client	Clients	Assets
High net worth individuals	63	$494.0 million
Pension and profit sharing plans (not the participants or government plans)	10	$0
Charitable organizations	38	$602.1 million
State or municipal government entities (including government pension plans)	33	$0
Other investment advisers	4	$0
Insurance companies	10	$0
Other	3	$0