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Brandon William Hodge

Investment adviser representative at Asset Preservation Advisors, LLC
14 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

14 years in the industry.

  1. Asset Preservation Advisors, LLCJun 2024 to now
  2. Asset Preservation AdvisorsMay 2023 to Aug 2023
  3. Wild Dunes ResortMay 2022 to Aug 2022
  4. Forest Lake ClubAug 2021 to May 2024
  5. University of South CarolinaAug 2021 to May 2024
  6. University of IdahoAug 2019 to May 2021
  7. St. Joseph's Catholic SchoolAug 2012 to May 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

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
7985510
Firm CRD
106741
Advisor's SEC record (opens in a new tab)
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