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ASSET PRESERVATION ADVISORS, LLC
CRD 106741File 801-41636
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$11.05B
Top 10% of cohort (national)
Discretionary AUM
$11.05B
Clients
3,029
3,029 accounts
Employees
28
Top 10% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 27, 1992
- Principal office
- 3344 PEACHTREE ROAD, NE, SUITE 2050, ATLANTA, GA, 30326
- Phone
- 404-261-1333
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $11.05B
- Discretionary AUM
- $11.05B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,029
- Non-discretionary accounts
- 0
- Total accounts
- 3,029
- AUM per client
- $3.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 272 | $1.83B |
| Investment companies | 1 | $17.7M |
| Charitable organizations | 9 | $31.5M |
| High net worth individuals | 1,714 | $8.59B |
| Individuals (other than high net worth individuals) | 1,033 | $582.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.