Asset Preservation Advisors, LLC

RIASEC Registered

Total AUM

$11.1B

Discretionary

$11.1B

100% of AUM

Avg account

$3.6M

Accounts

3,029

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 106741
Registered since: May 27, 1992
Website: www.apabonds.com
Custodians: CHARLES SCHWAB & CO., INC., PERSHING LLC, UBS FINANCIAL SERVICES INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI77.72%
Corporations / Businesses16.56%
Individuals5.28%
Charitable Organizations0.29%
Investment Companies0.16%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Asset Preservation Advisors, LLC is an institutional registered investment adviser organized as an LLC and SEC-registered since 1992. The firm provides portfolio management across client types — individuals and families, small businesses, investment companies, and institutional entities — operating under a mix of percentage-of-AUM and fixed-fee arrangements. Its advisory scope emphasizes fixed-income management and the firm identifies as an active ESG investor. Asset Preservation Advisors is not structured as a capital allocator, does not act as a pension consultant, and does not report a related adviser relationship.