DFX Intelligence

Data Factory

RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 1b 10b

ASSET STRATEGY CONSULTANTS LLC

CRD 110800

HUNT VALLEY, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b4d5cf5c-8cca-f98d-ee89-7edb59ee4d40

Data as of Jun 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 7
On other graphs: 1
Observed: Mar 23, 2012 to Jun 17, 2026
32 observations

Across DFX

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

Allocatorsidentity

Asset Strategy Consultants LLC

Investment consultant · shared crd

Facts

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

Firm class: institutional managerderivedprivate_client_share=0.02 fund_share=0.0 institutional_share=0.96 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $5.2BItem 5.F on the latest filing (2026-06-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $395M
Private client RAUM: $82.8MderivedItem 5.D individuals plus high net worth individuals
Private client share: 2%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $1.0Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 11
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 48
Individual clients: 3
High net worth clients: 11
SEC number: 801-55215
CRD: 110800
Filings on the tape: 32
First filed: Mar 23, 2012
Latest filed: Jun 17, 2026
Organised: Limited Liability Company, MD

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WILLIAM I. WRIGHT	n/a	Camp Hill, PA \| CAMP HILL, PA \| HUNT VALLEY, MD	10	12	n/a	no
JUAN MANUEL BUENDIA	n/a	HUNT VALLEY, MD	5	11	3	no
Andrew William Conner	Chartered Financial Analyst	HUNT VALLEY, MD	4	10	1	no
EDWIN RISDON BOYER	n/a	HUNT VALLEY, MD	3	35	n/a	no
JOHN FRANCIS MEEHAN	Chartered Financial Analyst	Hunt Valley, MD	1	20	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ASSET STRATEGY CONSULTANTS OF FLORIDA	Owner	D	yes	03/2023	Mar 25, 2024	Mar 25, 2024
MEEHAN, JOHN, FRANCIS	MEMBER & DIRECTOR OF RESEARCH	A	yes	09/2007	Mar 23, 2012	Mar 25, 2024
MORRISON, ALFRED, JAMES	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	yes	07/1992	Mar 23, 2012	Mar 25, 2024
HERNANDEZ, ANNE, BENSON	PRINCIPAL & SR. RESEARCH ANALYST	Na	no	12/2019	Apr 22, 2020	Mar 25, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
CAMP HILL	Pa	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 17

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 27, 2026	$5.2B	$395M	13	9	0	n/a	n/a
2024	Apr 2, 2025	$5.2B	$362M	17	14	0	n/a	n/a
2023	Mar 25, 2024	$5.4B	$458M	20	16	1	n/a	n/a
2022	Mar 24, 2023	$6.9B	$2.0B	22	18	1	n/a	n/a
2021	Mar 25, 2022	$8.6B	$2.4B	22	19	1	n/a	n/a
2020	Mar 25, 2021	$13B	$2.0B	30	22	3	n/a	n/a
2019	Apr 22, 2020	$11B	$1.6B	25	20	3	n/a	n/a
2018	Mar 28, 2019	$9.5B	$26.6M	24	19	4	n/a	n/a
2017	Mar 30, 2018	$9.5B	$26.6M	28	22	4	n/a	n/a
2016	Mar 16, 2017	$7.9B	$51.0M	22	22	n/a	n/a	n/a
2015	Mar 18, 2016	$7.5B	$17.4M	21	21	n/a	n/a	n/a
2014	Mar 23, 2015	$8.5B	$0	25	22	n/a	n/a	n/a
2013	Mar 31, 2014	$7.9B	$34.6M	27	24	n/a	n/a	n/a
2012	Mar 12, 2013	$6.9B	$0	30	21	n/a	n/a	n/a
2011	Mar 23, 2012	$7.6B	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$5.2B	$5.2B	-0.3%	$6.9B	-9.1%	14	17	0	0

Relationships

Registered with (14)

← JOHN FRANCIS MEEHANAdvisorregistration: current employment
Jan 16, 2025 to presentfactForm ADV
← EDWIN RISDON BOYERAdvisorregistration: current employment
Jun 26, 2023 to presentfactForm ADV
← WILLIAM I. WRIGHTAdvisorregistration: current employment
Mar 30, 2022 to presentfactForm ADV
← Andrew William ConnerAdvisorregistration: current employment
Oct 28, 2021 to presentfactForm ADV
← JUAN MANUEL BUENDIAAdvisorregistration: current employment
Jul 1, 2021 to presentfactForm ADV
← STACY STEPHEN HEISTANDAdvisorregistration: previous registration
Sep 19, 2016 to Feb 25, 2026factForm ADV
← MICHAEL ANTHONY KINGAdvisorregistration: previous registration
Jul 1, 2021 to Feb 25, 2025factForm ADV
← WILLIAM FREDERICK KAUFFMANAdvisorregistration: previous registration
Nov 19, 2018 to Jan 26, 2024factForm ADV
← CLARK GREGORY FRESEAdvisorregistration: previous registration
Mar 11, 2008 to Mar 15, 2022factForm ADV
← KENT ALLAN FITZPATRICKAdvisorregistration: previous registration
Mar 13, 2008 to Jan 4, 2022factForm ADV
← ROBERT LEVINAdvisorregistration: previous registration
Jul 16, 2010 to Nov 12, 2014factForm ADV
← MATTHEW VASSAR PIERCEAdvisorregistration: previous registration
Jan 8, 2013 to Nov 20, 2013factForm ADV
← RICHARD LEE WRIGHTAdvisorregistration: previous registration
Oct 4, 2010 to Mar 19, 2012factForm ADV
← ERIC GARY BURSTOCKAdvisorregistration: previous registration
Apr 9, 2002 to Feb 19, 2002factForm ADV

Controls (3)

← MORRISON, ALFRED, JAMESOwnerMANAGING MEMBER & CHIEF COMPLIANCE OFFICER, ownership code C, individual
Mar 23, 2012 to Mar 25, 2024factForm ADV
← MEEHAN, JOHN, FRANCISOwnerMEMBER & DIRECTOR OF RESEARCH, ownership code A, individual
Mar 23, 2012 to Mar 25, 2024factForm ADV
← ASSET STRATEGY CONSULTANTS OF FLORIDAOwnerOWNER, ownership code D, domestic entity
Mar 25, 2024 to Mar 25, 2024factForm ADV

Owns (1)

← HERNANDEZ, ANNE, BENSONOwnerPRINCIPAL & SR. RESEARCH ANALYST, ownership code NA, individual
Apr 22, 2020 to Mar 25, 2024factForm ADV

Dated events

Occurred
Feb 25, 2026
Advisor departed, no destination yet
Stacy Stephen Heistand no longer registered at Asset Strategy Consultants Llc; no later IA registration on IAPD
Form ADVobserved 5 days ago
Occurred
Feb 25, 2025
Advisor changed firm
Michael Anthony King left Asset Strategy Consultants Llc for Hb Wealth (registered 2025-02-27)
Form ADVobserved 5 days ago
Occurred
Mar 25, 2024
Control person left
Edward Charles Herget (Member) no longer on Schedule A of Asset Strategy Consultants Llc (listed 2023-03-24, absent 2024-03-25)
Form ADVobserved 5 days ago
Occurred
Jan 26, 2024
Advisor changed firm
William Frederick Kauffman left Asset Strategy Consultants Llc for Paramount Investments, Llc (registered 2022-01-04)
Form ADVobserved 5 days ago
Occurred
Mar 25, 2022
Regulatory AUM changed
Asset Strategy Consultants Llc reported RAUM $8.6B, down 32% from $12.7B (2021-03-25 to 2022-03-25)
Form ADVobserved 5 days ago
$-4.1B
Occurred
Mar 15, 2022
Advisor changed firm
Clark Gregory Frese left Asset Strategy Consultants Llc for Asset Strategy Retirement Plan Consultants, Llc (registered 2009-11-05)
Form ADVobserved 5 days ago
Occurred
Jan 4, 2022
Advisor departed, no destination yet
Kent Allan Fitzpatrick no longer registered at Asset Strategy Consultants Llc; no later IA registration on IAPD
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b4d5cf5c-8cca-f98d-ee89-7edb59ee4d40
First observed: Mar 23, 2012
Last observed: Jun 17, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
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.

ASSET STRATEGY CONSULTANTS LLC

CRD 110800

HUNT VALLEY, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b4d5cf5c-8cca-f98d-ee89-7edb59ee4d40

Data as of Jun 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:12 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIAM I. WRIGHT

n/a

Camp Hill, PA | CAMP HILL, PA | HUNT VALLEY, MD

n/a

JUAN MANUEL BUENDIA

n/a

HUNT VALLEY, MD

Andrew William Conner

Chartered Financial Analyst

HUNT VALLEY, MD

EDWIN RISDON BOYER

n/a

HUNT VALLEY, MD

n/a

JOHN FRANCIS MEEHAN

Chartered Financial Analyst

Hunt Valley, MD

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ASSET STRATEGY CONSULTANTS OF FLORIDA

Owner

yes

03/2023

Mar 25, 2024

MEEHAN, JOHN, FRANCIS

MEMBER & DIRECTOR OF RESEARCH

yes

09/2007

Mar 23, 2012

Mar 25, 2024

MORRISON, ALFRED, JAMES

MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

yes

07/1992

Mar 23, 2012

Mar 25, 2024

HERNANDEZ, ANNE, BENSON

PRINCIPAL & SR. RESEARCH ANALYST

12/2019

Apr 22, 2020

Mar 25, 2024

City

State

Country

Employees

Also broker-dealer

CAMP HILL

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 27, 2026

$5.2B

$395M

n/a

2024

Apr 2, 2025

$5.2B

$362M

n/a

2023

Mar 25, 2024

$5.4B

$458M

n/a

2022

Mar 24, 2023

$6.9B

$2.0B

n/a

2021

Mar 25, 2022

$8.6B

$2.4B

n/a

2020

Mar 25, 2021

$13B

$2.0B

n/a

2019

Apr 22, 2020

$11B

$1.6B

n/a

2018

Mar 28, 2019

$9.5B

$26.6M

n/a

2017

Mar 30, 2018

$9.5B

$26.6M

n/a

2016

Mar 16, 2017

$7.9B

$51.0M

n/a

2015

Mar 18, 2016

$7.5B

$17.4M

n/a

2014

Mar 23, 2015

$8.5B

n/a

2013

Mar 31, 2014

$7.9B

$34.6M

n/a

2012

Mar 12, 2013

$6.9B

n/a

2011

Mar 23, 2012

$7.6B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$5.2B

-0.3%

$6.9B

-9.1%