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Kyle W Turnier

Investment adviser representative at Asset Preservation Advisors, LLC
12 yearsExperience
1 stateRegistered in
$11.1BFirm assets
34 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

12 years in the industry.

  1. Im Global US Distributors, LLCNov 2025 to now
  2. Asset Preservation Advisors, LLCSep 2025 to now
  3. Belle Haven Investments, LPMar 2019 to Jun 2025
  4. Aqr Capital ManagementFeb 2014 to Mar 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (GA).

Asset Preservation Advisors, LLC

$11.1BAssets managed
3,029Clients
13Advisers
34 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6104537
Firm CRD
106741
Advisor's SEC record (opens in a new tab)
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