Asset Allocation Strategies, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 152339
· SEC file 801-106707
· Farmington, MI
· www.linkedin.com
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ADV data as of Jul 02, 2026
- Regulatory AUM
- $1.0B
- Discretionary
- $717M
- Clients
- 4,394
- Avg AUM / client
- $232K
- Accounts
- 6,660
- Employees
- 45
AUM over time
$18.3M
$1.0B
Sep 2015
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4,208 | $549M | 53.9% |
| High net worth individuals | 155 | $168M | 16.5% |
| Pension and profit sharing plans | 31 | $302M | 29.6% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| M & R Corporate Services, Llc 401(k) Plan M & R Corporate Services, Llc | Bay City, MI | 2024 |
| Fev North America, Inc. 401(k) Plan Fev North America, Inc | 2024 | |
| Safety Technology Holdings, Inc. 401(k) Savings Plan Safety Technology Holdings, Inc. | 2024 |
People (45)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kocoves, Alexander, K | Member/Owner | Oct 2009 (17y) | 50% – 75% | |
| Justin Benjamin Rolnitzky | Director Of Internal Operations | Feb 2019 (8y) | Less than 5% | |
| Mcevilly, Michael, Patrick | Member/Owner | Mar 2021 (5y) | 25% – 50% | |
| Darren Andrew Woolson | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Joe Allen Dahm | Registered representative | Dec 2010 (16y) | ||
| Scott M Byrne | Registered representative | Jan 2011 (16y) | ||
| Richard James Barden | Registered representative | Jan 2011 (16y) | ||
| Kevin J Arends | Registered representative | Feb 2011 (15y) | ||
| Stephen Michael Layman | Registered representative | CFP | May 2011 (15y) | |
| Austin Marshall Dahm | Registered representative | Jan 2012 (15y) | ||
| Steven Allan Lusky | Registered representative | Sep 2012 (14y) | ||
| Matthew A Wynalda | Registered representative | Jan 2016 (11y) | ||
| Chris Edward Goldner | Registered representative | May 2016 (10y) | ||
| Joshua Julian De Los Santos | Registered representative | Feb 2017 (9y) | ||
| Michael John Brandone | Registered representative | Jan 2019 (8y) | ||
| Kenny Roland Goldner | Registered representative | Jun 2019 (7y) | ||
| David Patrick Sawinski | Registered representative | Jul 2020 (6y) | ||
| Rodney Perry Keyes | Registered representative | Aug 2020 (6y) | ||
| Romonia Bradford Lee | Registered representative | Aug 2020 (6y) | ||
| Nicholas Joseph Pagano | Registered representative | Aug 2020 (6y) | ||
| Todd Robert Olson | Registered representative | Dec 2020 (6y) | ||
| Sampson Parham Reavis | Registered representative | May 2021 (5y) | ||
| James Allan Smith | Registered representative | Feb 2022 (4y) | ||
| Matthew James Lake | Registered representative | Mar 2022 (4y) | ||
| Indra Arango | Registered representative | Sep 2022 (4y) | ||
| Justin R Cherwinski | Registered representative | Jan 2023 (4y) | ||
| Eric Kemon Papacosta | Registered representative | Aug 2023 (3y) | ||
| Shoumya Brata Saha | Registered representative | Jan 2024 (3y) | ||
| Rodrigo Posse | Registered representative | Feb 2024 (2y) | ||
| Deanna Pelletier | Registered representative | Feb 2024 (2y) | ||
| Jeffrey David Cartwright | Registered representative | May 2024 (2y) | ||
| Matthew Loren Dennison | Registered representative | CFP | Oct 2024 (2y) | |
| Benjimin James June | Registered representative | Nov 2024 (2y) | ||
| Richard John Bellamy | Registered representative | Nov 2024 (2y) | ||
| Connor Baker | Registered representative | Jan 2025 (2y) | ||
| Michael Anthony Lucarelli | Registered representative | Jan 2025 (2y) | ||
| Steven Roy Levine | Registered representative | Jan 2025 (2y) | ||
| Stefan Charles Ropp | Registered representative | Jan 2025 (2y) | ||
| Robert A Doehrer | Registered representative | Feb 2025 (1y) | ||
| Jodi Michele Rosen | Registered representative | Mar 2025 (1y) | ||
| Vera Jefremovas | Registered representative | Jul 2025 (1y) | ||
| Robert David Lee | Registered representative | Sep 2025 (1y) | ||
| Kyle Wayne Tetreault | Registered representative | Jan 2026 (1y) | ||
| Rocio Espinosa | Registered representative | Jan 2026 (1y) | ||
| David Alan Barden | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 |
|---|---|---|---|---|
| M & R Corporate Services, Llc 401(k) Plan | M & R Corporate Services, Llc | 100 | $6.1M | 01/01/2024 |
| Fev North America, Inc. 401(k) Plan | Fev North America, Inc | 344 | $83.6M | 01/01/2024 |
| Safety Technology Holdings, Inc. 401(k) Savings Plan | Safety Technology Holdings, Inc. | 450 | $55.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/02/2026 | 1.26 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $546M (54% of AUM) Jul 2026
- Pcs / Ipx $158M (16% of AUM) Jul 2026
- Ipx Trust $72.3M (12% of AUM) Apr 2024
- Fps Trust/Ipx Retirement $47.2M (12% of AUM) Mar 2023
- Fps Trust $34.1M (20% of AUM) Oct 2021
- Mg Trust Company $24.5M (14% of AUM) Oct 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jul 02, 2026.
View current Form ADV (SEC/IAPD) ↗