Asg Capital, Llc
- Regulatory AUM
- $75.0M
- Discretionary
- $63.0M
- Clients
- 32
- Avg AUM / client
- $2.3M
- Accounts
- 31
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 24 | $28.3M | 37.7% |
| Pooled investment vehicles (non-investment companies) | 7 | $46.7M | 62.3% |
| Insurance companies | 1 | $11.9K | 0.02% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| I.U.O.E. Local 132 Pension Fund I.U.O.E. Local 132 Pension Fund | Huntington, WV | 2024 |
| Marble, Tile, And Terrazzo Workers Pension Fund Board Of Trustees Of The Marble,Tile And Terrazzo | 2024 | |
| Marble,Tile And Terrazzo Workers Individual Account Fund Trustees Of The Marble,Tile And Terrazzo Workers | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fabien Tabouret | Registered representative | Jan 2026 (1y) | ||
| Steven Groslin | Registered representative | Jan 2026 (1y) | ||
| Ygal Cohen | Registered representative | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| I.U.O.E. Local 132 Pension Fund | I.U.O.E. Local 132 Pension Fund | 1,524 | $559M | 04/01/2024 |
| Marble, Tile, And Terrazzo Workers Pension Fund | Board Of Trustees Of The Marble,Tile And Terrazzo | 298 | $36.8M | 01/01/2024 |
| Marble,Tile And Terrazzo Workers Individual Account Fund | Trustees Of The Marble,Tile And Terrazzo Workers | 707 | $9.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 1.81 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Interactive Brokers $26.2M (35% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗