Asset Preservation Advisors, LLC

RIASEC RegisteredEst. 1992

Total AUM

$11.1B

Discretionary

$11.1B

100% of AUM

Avg account

$3.6M

Accounts

3,029

Employees

28

Advisory reps

16

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 a limited liability company that has been SEC-registered since 1992. The firm serves both individual and family clients as well as institutional investors, providing portfolio management for individuals/small businesses, investment companies, and other businesses or institutions. Its stated fee arrangements combine percentage-of-AUM billing with fixed fees. The regulatory snapshot lists the adviser as an active ESG investor and records the owner type as a mix of a domestic entity and individual ownership.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

State & Local Bonds98%
Cash & Cash Equivalents2%

Owners & executives

3 of 4

Charles Doty
Co-CEOCRD 2520394
Kevin Woods
Co-CEOCRD 4740999
Wesley Williams
Chief Operating OfficerCRD 5880943

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Contacts

3 of 12

Lauren Olsen
Portfolio ManagerCRD 7895998
Wesley Pond
Portfolio ManagerCRD 5702646
Kyle Turnier
Director of Investor RelationsCRD 6104537

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area: Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region: South
County: Fulton
Address: 3344 Peachtree Rd Ne
Time zone: ET (UTC-5)
Office locations

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