AP INVESTMENT MANAGEMENT

Overview

AP Investment Management is an independent registered investment adviser organized as a limited liability company and owner-operated. The firm focuses on individual and family clients, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are a mix of percentage-of-assets, hourly, and fixed-fee engagements, allowing flexibility for both ongoing wealth management and project-based advice. AP Investment Management became SEC-registered in 2025 and does not act as a capital allocator—its model relies on external managers and pooled vehicles rather than running proprietary funds. The firm is not an active ESG investor and maintains a concentrated advisory footprint rather than broad multi-state registration.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices