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| Asset Planning Corporation
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|---|---|
| CRD # | 7890 |
| SEC # | 801-11448 |
| CIK # | 0002048547, 0000007773 |
| AUM | $406.6 M (2025-06-20) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 865-690-1231 |
| Address | 234 S Peters Rd Knoxville, TN 37923 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Realty Income Corp | 1.8 | ||
| Microsoft Corp | 1.6 | ||
| Apple Inc | 1.2 | ||
| Exxon Mobil Corp | 0.8 | ||
| Nvidia Corp | 0.5 | ||
| Southern Co | 0.5 | ||
| Procter & Gamble Co | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 164 | 76.4 |
| (b) Individuals (high net worth individuals) | 116 | 330.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 928 | 406.6 |
| By Discretionary | ||
| Discretionary | 923 | 401.5 |
| Non-Discretionary | 5 | 5.2 |
| Total | 928 | 406.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 405.8 | |
| Total | 928 | 406.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000007773] | |
| 13F-HR | [0002048547] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Medallion Wealth Advisors LLC
✚
|
CT | 0.4 |
|
Kades & Cheifetz LLC
✚
|
PA | 0.4 |
|
Obsidian Personal Planning Solutions LLC
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|
MD | 0.4 |
|
Cherrydale Wealth Management LLC
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|
NJ | 0.4 |
|
Branson Fowlkes & Co Inc
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|
TX | 0.4 |
|
Meridiana MFO LLC
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|
FL | 0.4 |
|
Horizon Advisors LLC
✚
|
TX | 0.4 |
|
Spartan Wealth Advisory Services LLC
✚
|
MI | 0.4 |
|
Fidato Wealth LLC
✚
|
OH | 0.4 |
|
Mitchell & PAHL Private Wealth LLC
✚
|
OK | 0.4 |