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| Asset Planning Corporation
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|---|---|
| CRD # | 126242 |
| SEC # | 801-63461 |
| CIK # | 0002048547, 0000007773 |
| AUM | 104.4 M (2026-02-04) |
| Employees | 5 (40% Investors, 60% Brokers) |
| Fees | |
| Minimum | |
| Phone | 561-689-5724 |
| Address | 1615 Forum Place W Palm Beach, FL 33401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 13.2 | ||
| Lilly Eli & Co | 12.4 | ||
| Transdigm Group Inc | 10.5 | ||
| Allstate Corp | 9.5 | ||
| Apple Inc | 7.9 | ||
| Costco Wholesale Corp /NEW | 7.4 | ||
| Nvidia Corp | 4.1 | ||
| McDonalds Corp | 4.1 | ||
| Health Care REIT Inc /DE/ | 4.0 | ||
| Altria Group Inc | 3.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 101 | 33.3 |
| (b) Individuals (high net worth individuals) | 31 | 66.7 |
| (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 | 2 | 3.6 |
| (h) Charitable organizations | 2 | 0.8 |
| (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 | 242 | 104.4 |
| By Discretionary | ||
| Discretionary | 242 | 104.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 242 | 104.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 104.4 | |
| Total | 242 | 104.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000007773] | |
| 13F-HR | [0002048547] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
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|---|---|---|
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Graeter Wealth Advisors LLC
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KY | 104.9 M |
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|
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|
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|
Red Seven
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|
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|
Wellacre Wealth Management LLC
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|
CA | 104.3 M |
|
Financial Strategies Investment Advisor Services Inc
✚
|
CT | 103.9 M |