ANDCO CONSULTING
ANDCO CONSULTING, LLC Legal Name
Adviser information for ANDCO CONSULTING last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 90 |
|---|---|
| Investment Advisory/Research | 89 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 24 | $976.6M |
| Non-Discretionary | 0 | $0 |
| Total | 24 | $976.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 13 | $459.6M |
| Charitable organizations | 1 | $78.0M |
| State or municipal gov entities | 6 | $313.1M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 4 | $125.9M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 715 |
| No. of Non-U.S. Clients | 1 |
Services
| Advisory Services | Pension consulting servicesSelection of other advisers (including private fund managers)INVESTMENT AND FIDUCIARY GOVERNANCE CONSULTING |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-58253 |
|---|---|
| SEC ERA File Number | 801-58253 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 111964 |
| Legal Entity Identifier | None |
Principal Office
531 W MORSE BLVDSUITE 200
WINTER PARK
FL
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 844-442-6326, Fax: 863-292-8717
Websites
www.thistleasset.com
www.youtube.com/channel/ucycns6put3ln9ymxscitueg
www.assetstrategie.com
www.andcoconsulting.com/
www.youtube.com/channel/uc3lpsheqkwupliqswpkhava
www.bidart-ross.com
www.linkedin.com/company/andco-consulting/mycompany
twitter.com/andcoconsulting
www.bogdahngroup.com
www.thebogdahngroup.com
www.bogdahnconsulting.com
www.beckerburke.com
www.raulininc.com
www.gregorywgroup.com
www.theretirementstore.net
beedartandross.com
www.bidantandross.com
informedsponsorreports.com
www.puttingclientsfirst.com
www.dahudson.com
www.sentinelfiduciaryservices.com
Chief Compliance Officer
SARA SEARLE
CHIEF COMPLIANCE OFFICER
531 W MORSE BLVD
SUITE 200
WINTER PARK
FL
United States
Tel:
407-627-1812
Fax:
863-292-8717
S****@******************M
(Full email address available in API data)
Regulatory Contact
THAY ARROYO
SR COMPLIANCE ANALYST
531 W MORSE BLVD
SUITE 200
WINTER PARK
FL
United States
Tel:
407-627-1814
Fax:
863-292-8717
T**********@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WELKER, MICHAEL, FRANCIS | Individual | – | CEO | 09/2008 | < 5% |
| BAKARDJIEV, BRYAN, EMERSON | Individual | – | CHIEF OPERATING OFFICER; MEMBER (CLASS C UNITS) | 01/2011 | < 5% |
| GORDON, STEVEN, ELLIOTT | Individual | – | MEMBER (CLASS C UNITS) | 01/2010 | < 5% |
| BROWN, TROY, ERIC | Individual | – | EXECUTIVE DIRECTOR OF CONSULTING; MEMBER (CLASS C UNITS) | 01/2011 | < 5% |
| SPURLIN, KIMBERLY, WOOLWEAVER | Individual | – | CHIEF FINANCIAL OFFICER; MEMBER (CLASS C UNITS) | 01/2013 | < 5% |
| SEARLE, SARA, PENNISI | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2020 | < 5% |
| ROBERT MCCABE TRADITIONAL IRA | Domestic Entity | – | MEMBER (CLASS E UNITS) | 11/2021 | 25-50% |
| MICHAEL F. WELKER AND KRISTEN M. WELKER, AS CO-TRUSTEES OF THE MICHAEL F. WELKER REVOCABLE TRUST U/A DATED JULY 6, 2009 | Domestic Entity | – | MEMBER (CLASS A UNITS) | 11/2021 | 25-50% |