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ASSET PRESERVATION ADVISORS, LLC
CRD 106741File 801-41636
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 27 | 28 | increased by1 |
| Apr 1, 2026 | Clients | 2,954 | 3,029 | increased by75 |
| Apr 1, 2026 | AUM | $10,654,240,520 | $11,050,515,200 | increased by$396,274,680 |
| Apr 1, 2026 | Accounts | 2,954 | 3,029 | increased by75 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 19 | 27 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,625 | 2,954 | increased by1,329 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,322,402,909 | $10,654,240,520 | increased by$5,331,837,611 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,629 | 2,954 | increased by1,325 |
| Apr 1, 2022 | Employees | 21 | 19 | decreased by2 |
| Apr 1, 2022 | Clients | 1,556 | 1,625 | increased by69 |
| Apr 1, 2022 | AUM | $4,663,515,858 | $5,322,402,909 | increased by$658,887,051 |
| Apr 1, 2022 | Accounts | 1,560 | 1,629 | increased by69 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ASSET PRESERVATION” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ASSET PRESERVATION” may also match similarly-named firms). Confirm identity against each filing.
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.