Pension Consultants Inc
SEC-registered
Institutional / Pension Advisor · Mid-sized ($1B–$10B)
CRD 113914
· SEC file 801-56704
· Springfield, MO
· TWITTER.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $5.4B
- Discretionary
- $2.5B
- Clients
- 88
- Avg AUM / client
- $61.6M
- Accounts
- 155
- Employees
- 17
AUM over time
$0
$5.4B
Dec 2014
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 23 | $12.1M | 0.22% |
| High net worth individuals | 15 | $46.6M | 0.86% |
| Pension and profit sharing plans | 50 | $5.4B | 98.9% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian David Allen | Founder, Chairman, And Chief Executive Officer | CFP | Jun 2005 (21y) | 75% or more |
| Christopher Ronald Thixton | Principal | Dec 2017 (9y) | 10% – 25% | |
| Elizabeth Angus | Chief Compliance Officer | Sep 2021 (5y) | Less than 5% | |
| Zachary H Allen | Registered representative | CFA | Apr 2024 (2y) | |
| Michaela Hutchison | Registered representative | Feb 2025 (1y) | ||
| Eric D Mc Guire | Registered representative | CFP | Oct 2025 (1y) |
Undisclosed: 0% – 15% 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 (28)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Mountaire Corporation & Subsidiaries Retirement Plan | Mountaire Corporation | 8,902 | $440M | 11/01/2024 |
| Ascend Retirement Savings 401(k) Plan | Ascend Leasing, Llc | 710 | $14.4M | 01/01/2024 |
| H.E. Williams, Inc. 401(k) Profit Sharing Plan And Trust | H.E. Williams, Inc. | 272 | $35.6M | 01/01/2024 |
| Link In Benefits Defined Contribution Plan | Link In Benefits, Llc | 349 | $6.4M | 01/01/2024 |
| Claridge Products & Equipment, Llc Employees 401(k) Plan | Claridge Products & Equipment, Llc | 282 | $7.5M | 01/01/2024 |
| Tokusen Usa, Inc. Employee Retirement Savings Plan | Tokusen U.S.A., Inc. | 352 | $27.0M | 01/01/2024 |
| Arkansas Urology, P.A. Profit Sharing Plan And 401(k) Plan | Arkansas Urology Associates, P.A. | 197 | $27.8M | 01/01/2024 |
| Brewer Science, Inc. 401(k) Plan | Brewer Science, Inc. | 395 | $73.5M | 01/01/2024 |
| Dinsdale Financial Institutions 401(k) Profit Sharing Plan | Dinsdale Financial Institutions | 2,073 | $358M | 01/01/2024 |
| Okuma America Corporation Pension Plan | Okuma America Corporation | 187 | $25.0M | 01/01/2024 |
| Orthoarkansas, P.A. Profit Sharing Plan And Trust | Orthoarkansas, P.A. | 312 | $61.1M | 01/01/2024 |
| Coxhealth 401(k) Plan | Lester E. Cox Medical Centers | 232 | $183M | 01/01/2024 |
| Cox Savings Incentive Plan | Lester E. Cox Medical Centers | 13,775 | $964M | 01/01/2024 |
| Independent Stave Company, Llc 401(k) Profit Sharing Plan | Independent Stave Company, Llc | 2,307 | $113M | 01/01/2024 |
| Bama Profit Sharing Plan | The Bama Companies, Inc. | 843 | $78.2M | 01/01/2024 |
| Mfa 401(k) Plan | Mfa Incorporated | 1,889 | $154M | 01/01/2024 |
| Huber & Associates, Inc. 401(k) Plan | Huber & Associates, Inc. | 108 | $23.8M | 01/01/2024 |
| Mfa Incorporated Retirement Plan | Mfa Incorporated | 1,118 | $230M | 01/01/2024 |
| Inter State Studio & Publishing Co. 401(k) Retirement Plan | Inter State Studio & Publishing Co. | 481 | $24.0M | 01/01/2024 |
| Multi Craft Contractors, Inc. 401(k) Plan | Multi Craft Contractors, Inc. | 614 | $30.3M | 01/01/2024 |
| Mfa Employees Retirement Plan | Mfa Oil Company | 551 | $155M | 01/01/2024 |
| Engagemed 401(k) Plan | Engagemed, Inc. | 1,060 | $49.2M | 01/01/2024 |
| Imagenet Consulting, Llc 401(k) Retirement Plan | Imagenet Consulting, Llc | 542 | $41.0M | 01/01/2024 |
| R.P. Lumber & Plummer Companies 401(k) Plan | R.P. Lumber Co., Inc. | 939 | $34.6M | 01/01/2024 |
| Quaker Window Products Co. 401(k) Profit Sharing Plan & Trust | Quaker Window Products Co | 1,216 | $46.1M | 01/01/2024 |
Top 25 of 28 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 936 KB | 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
- • Performance-based fees
- • Other fees
- • A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Broadridge Matrix $1.8B (33% of AUM) Mar 2026
- Great West Trust Company, Llc $1.1B (21% of AUM) Jul 2022
- Empower Trust Co $905M (17% of AUM) Mar 2026
- Lincoln Financial Group Trust Company, Inc. $760M (15% of AUM) Mar 2025
- John Hancock Funds, Llc $753M (14% of AUM) Mar 2026
- Matrix Trust Company $599M (18% of AUM) Nov 2019
- Charles Schwab & Co. $450M (11% of AUM) Feb 2023
- Fidelity Management Trust Company $333M (10% of AUM) Sep 2018
- State Street $235M (7% of AUM) Sep 2018
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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗