SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Asset Preservation Advisors, LLC
Atlanta, GA
CRD 106741
Firm filing updated March 30, 2026 ·
- $11.1BAssets
- 3,029Clients
- 20Advisory staff
- 3,029Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals1,714
- Individuals1,033
- Corporations or other businesses272
- Charities9
- Investment companies1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 1,033 | $582.9 million |
| High net worth individuals | 1,714 | $8.6 billion |
| Investment companies | 1 | $17.7 million |
| Charitable organizations | 9 | $31.5 million |
| Corporations or other businesses not listed above | 272 | $1.8 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$11.1 billion
- Accounts3,029
- DiscretionaryAll accounts
People
- Employees28
- Advisory staff20
- Broker-dealer reps3
- Licensed insurance agents0
Advisors
10 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 106741, SEC file 801-41636.
- Registered with the SEC as an investment advisor (status date on record: May 27, 1992).
Is Asset Preservation Advisors, LLC a fiduciary?
Short answer: Asset Preservation Advisors, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 3 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.