ASSET PRESERVATION ADVISORS, LLC
Latest filing: May 06, 2025 (126 days ago)
AUM
$10,654,240,520
54% change vs. 1 year ago
100% change vs. 3 years ago
157% change vs. 5 years ago
435% change vs. 10 years ago
Employee Count
27
8% change vs. 1 year ago
42% change vs. 3 years ago
59% change vs. 5 years ago
125% change vs. 10 years ago
Main Office
ATLANTA, GA
3344 PEACHTREE ROAD, NE, ATLANTA, GA, UNITED STATES, 30326
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $10.7 |
| Non-Discretionary | $0.0 |
| Total | $10.7 |
| Client | AUM |
|---|---|
| Retail | $8.3 |
| Pooled | $0.0 |
| Institutional | $2.3 |
| Total | $10.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 1,035 | $0.6 |
| Average Individual AUM | $539,231 | |
| HNW | 1,615 | $7.7 |
| Average HNW AUM | $4,788,648 | |
| Retail Total | 2,650 | $8.3 |
| Average Retail AUM | $3,128,970 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC | COVINGTON-KY-USA | $1.9 |
| CHARLES SCHWAB & CO., INC. | ORLANDO-FL-USA | $1.5 |
| PERSHING ADVISOR SOLUTIONS LLC | JERSEY CITY-NJ-USA | $1.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $10.6 |
| Retail SMA AUM | $8.3 |
| Institutional SMA AUM | $2.3 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 97% | $10.3 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 2% | $0.2 |
| Other | 0% | $0.0 |
| Total | 99% | $10.5 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| FIXED INCOME ADVISORS, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
12 active
| Name | Title |
|---|---|
| WOODS, KENNETH, RAY | CHAIRMAN / PARTNER |
| DOTY, CHARLES, RAY | CO-CHIEF EXECUTIVE OFFICER / PARTNER, MANAGING MEMBER |
| WOODS, KEVIN, BURRESS | CO-CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER / PARTNER, MANAGING MEMBER |
| HODGMAN, PATRICIA, HUSTED | PRESIDENT / PARTNER |
| WILLIAMS, WESLEY, S | CHIEF OPERATING OFFICER |
| HART, TARA, ANN | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
6 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| PATRICIA HODGMAN | ATLANTA | GA | S65|2015-09-28 | ||||||
| KEVIN WOODS | ATLANTA | GA | |||||||
| PEYTON BOGARD | ATLANTA | GA | S65|2022-04-11 | ||||||
| LAUREN OLSEN | ATLANTA | GA | CHARTERED FINANCIAL ANALYST | ||||||
| WESLEY POND | ATLANTA | GA | S66|2009-10-03 | CHARTERED FINANCIAL ANALYST | |||||
| BOB FARMER | ATLANTA | GA | S65|2012-06-15 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $10.7 | $0.0 | 0% | 27 | 0 | 0% |
| 2025-04-21 | $10.7 | $0.0 | 0% | 27 | 0 | 0% |
| 2024-04-02 | $6.9 | $3.7 | 54% | 25 | 2 | 8% |
| 2023-04-04 | $5.8 | $4.9 | 84% | 17 | 10 | 59% |
| 2022-04-01 | $5.3 | $5.3 | 100% | 19 | 8 | 42% |
| 2021-04-05 | $4.7 | $6.0 | 128% | 21 | 6 | 29% |
| 2020-04-01 | $4.1 | $6.5 | 157% | 17 | 10 | 59% |
| 2019-04-01 | $3.7 | $6.9 | 187% | 17 | 10 | 59% |
| 2018-04-02 | $3.3 | $7.4 | 228% | 16 | 11 | 69% |
| 2017-04-01 | $2.4 | $8.3 | 350% | 16 | 11 | 69% |
| 2016-04-01 | $2.1 | $8.6 | 416% | 15 | 12 | 80% |
| 2015-04-01 | $2.0 | $8.7 | 435% | 12 | 15 | 125% |
| 2014-04-01 | $1.9 | $8.8 | 460% | 15 | 12 | 80% |
| 2013-04-01 | $1.9 | $8.8 | 463% | 14 | 13 | 93% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| GA, AL-07/29/2009, AR-04/04/2022, AZ-03/19/2019, CA-07/29/2009, CT-11/26/2012, DC-03/15/2018, DE-03/29/2023, FL-04/24/2008, GA-03/28/2002, IA-03/26/2025, IL-06/03/2008, KS-03/19/2019, KY-03/19/2019, LA-08/30/2013, MA-03/11/2010, MD-01/18/2012, MI-03/20/2020, MN-03/26/2025, MO-03/19/2014, MS-03/19/2019, NC-07/29/2009, NE-08/08/2014, NH-03/26/2025, NJ-03/30/2010, NM-03/27/2024, NV-03/08/2017, NY-07/29/2009, OH-01/11/2011, OK-03/29/2012, OR-03/29/2023, PA-03/11/2010, SC-08/30/2013, TN-07/30/2009, TX-07/29/2009, UT-03/29/2023, VA-01/18/2012, WA-03/19/2019, WI-03/29/2023, WV-03/26/2025, WY-03/29/2023 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV