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AllocatorsInvestment consultantinvestment consultant

Westminster Consulting, LLC

Allocators

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Search this name across graphsid dfx:al:811c34b4-7ea3-4293-a13c-cfcc500879af

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 10:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

WESTMINSTER CONSULTING

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Plan clients: 1Form 5500 Schedule C
Public clients: 0
Advisory clients: 0
Institutional RAUM: $5.6BForm ADV
Discretionary RAUM: $584M
Pension plan clients (ADV): 60
Recommended commitments: 0derived
Latest client year end: Mar 31, 2023
CRD: 160225

Plan clients

plans naming this consultant on Form 5500 Schedule C or in their own reports

Plan	Role	From	To	Current	Evidence
Monro, Inc. Pension Plan	trustee	Apr 1, 2022	Mar 31, 2023	no	fact

Relationships

Advised by (1)

← Monro, Inc. Pension PlanPlantrustee
Apr 1, 2022 to Mar 31, 2023factForm 5500

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:811c34b4-7ea3-4293-a13c-cfcc500879af
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.