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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

ADVISORY CONSULTING GROUP LLC

CRD 142666

ALAMEDA, CA

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:fc64ba67-0790-7836-fbfa-1c26701c927e

Data as of Jan 14, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 1
On other graphs: 0
Observed: Jan 23, 2012 to Jan 14, 2020
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $23.2MItem 5.F on the latest filing (2020-01-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $23.2M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1
SEC number: 801-67391
CRD: 142666
Filings on the tape: 23
First filed: Jan 23, 2012
Latest filed: Jan 14, 2020
Organised: Limited Liability Company, California

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
STEBBINS, ROBERT, WALTON	PRINCIPAL, MANAGING MEMBER, CCO	E	yes	11/2006	Jan 23, 2012	Jan 14, 2020

Offices

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

City	State	Country	Employees	Also broker-dealer
Centennial	Co	United States	1	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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Jan 14, 2020	$23.2M	$23.2M	2	2	1	n/a	n/a
2018	Feb 4, 2019	$18.7M	$18.7M	3	3	1	n/a	n/a
2017	Feb 16, 2018	$20.9M	$20.9M	4	4	1	n/a	n/a
2016	Jan 18, 2017	$18.6M	$18.6M	2	2	n/a	n/a	n/a
2015	Jan 20, 2016	$17.1M	$17.1M	2	2	n/a	n/a	n/a
2014	Jan 13, 2015	n/a	n/a	2	2	n/a	n/a	n/a
2013	Feb 27, 2014	n/a	n/a	2	2	n/a	n/a	n/a
2012	Mar 28, 2013	n/a	n/a	2	2	n/a	n/a	n/a
2011	Jan 23, 2012	$1.1B	$0	n/a	n/a	n/a	n/a	n/a

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
2019	$23.2M	$18.7M	23.8%	$18.6M	7.6%	2	3	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
INNOVEST PORTFOLIO SOLUTIONS LLC	2	Jun 10, 2020	Jul 1, 2020	ALAMEDA, CA	Team lift out	Other	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
STRATEGIES CAPITAL MANAGEMENT	2	Jul 6, 2020	Jan 31, 2018	DENVER, CO	Team lift out	Other	66.7%

Relationships

Affiliated with (1)

← STRATEGIES CAPITAL MANAGEMENTRegistered adviserother investment adviser, LP sponsor
factForm ADV

Controls (1)

← STEBBINS, ROBERT, WALTONOwnerPRINCIPAL, MANAGING MEMBER, CCO, ownership code E, individual
Jan 23, 2012 to presentfactForm ADV

Moved with (2)

→ INNOVEST PORTFOLIO SOLUTIONS LLCRegistered adviser2 advisors, team lift out, same day
Jun 10, 2020 to Jul 1, 2020factForm ADV
← STRATEGIES CAPITAL MANAGEMENTRegistered adviser2 advisors, team lift out, same day
Jul 6, 2020 to Jan 31, 2018factForm ADV

Registered with (10)

← RICHARD ANTHONY RODGERSAdvisorregistration: previous registration
May 23, 2018 to Jun 10, 2020factForm ADV
← ROBERT WALTON STEBBINSAdvisorregistration: previous registration
Mar 28, 2013 to Jun 10, 2020factForm ADV
← THOMAS AMEDIO GONNELLAAdvisorregistration: previous registration
Aug 14, 2017 to Apr 1, 2019factForm ADV
← DAVID MARTIN HALSETHAdvisorregistration: previous registration
Aug 14, 2017 to Jan 4, 2019factForm ADV
← RYAN R WELLSAdvisorregistration: previous registration
Jan 31, 2018 to Feb 7, 2018factForm ADV
← TOMAS ERIK JANSSONAdvisorregistration: previous registration
Jan 3, 2007 to Dec 31, 2012factForm ADV
← JEFFREY VINCENT HOCKENBROCKAdvisorregistration: previous registration
Mar 28, 2007 to Dec 31, 2012factForm ADV
← ANDREW THOMAS FREEMANAdvisorregistration: previous registration
Feb 23, 2010 to Dec 31, 2012factForm ADV
← TAJI JACOBAdvisorregistration: previous registration
Jan 30, 2008 to Dec 31, 2012factForm ADV
← KEVIN LYNN BABBAdvisorregistration: previous registration
Sep 30, 2011 to May 17, 2012factForm ADV

Dated events

Occurred
Apr 1, 2019
Control person left
Amedio Thomas Gonnella (Cco) no longer on Schedule A of Advisory Consulting Group Llc (listed 2019-02-04, absent 2019-04-01)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fc64ba67-0790-7836-fbfa-1c26701c927e
First observed: Jan 23, 2012
Last observed: Jan 14, 2020 81 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.

ADVISORY CONSULTING GROUP LLC

CRD 142666

ALAMEDA, CA

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:fc64ba67-0790-7836-fbfa-1c26701c927e

Data as of Jan 14, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:38 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

STEBBINS, ROBERT, WALTON

PRINCIPAL, MANAGING MEMBER, CCO

yes

11/2006

Jan 23, 2012

Jan 14, 2020

City

State

Country

Employees

Also broker-dealer

Centennial

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Jan 14, 2020

$23.2M

n/a

2018

Feb 4, 2019

$18.7M

n/a

2017

Feb 16, 2018

$20.9M

n/a

2016

Jan 18, 2017

$18.6M

n/a

2015

Jan 20, 2016

$17.1M

n/a

2014

Jan 13, 2015

n/a

2013

Feb 27, 2014

n/a

2012

Mar 28, 2013

n/a

2011

Jan 23, 2012

$1.1B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$23.2M

$18.7M

23.8%

$18.6M

7.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

INNOVEST PORTFOLIO SOLUTIONS LLC

Jun 10, 2020

Jul 1, 2020

ALAMEDA, CA

Team lift out

Other

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

STRATEGIES CAPITAL MANAGEMENT

Jul 6, 2020

Jan 31, 2018

DENVER, CO

Team lift out

Other

66.7%