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| Asset Planning Services Inc
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|---|---|
| CRD # | 104715 |
| SEC # | 801-29419 |
| CIK # | 0001694287, 0000811407 |
| AUM | $365.6 M (2026-02-24) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 985-867-8679 |
| Address | 509 W 21st Avenue Covington, LA 70433 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 17.1 | ||
| J P Morgan Chase & Co | 11.7 | ||
| Wal Mart Stores Inc | 11.5 | ||
| United Technologies Corp /DE/ | 11.0 | ||
| Alphabet Inc | 10.6 | ||
| Lockheed Martin Corp | 9.0 | ||
| Johnson & Johnson | 9.0 | ||
| Chevron Corp | 8.8 | ||
| Amazon Com Inc | 8.5 | ||
| Philip Morris International Inc | 8.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 27.9 |
| (b) Individuals (high net worth individuals) | 68 | 328.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 5.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 4.1 |
| (n) Other | 0 | 0.0 |
| Total | 516 | 365.6 |
| By Discretionary | ||
| Discretionary | 410 | 323.8 |
| Non-Discretionary | 106 | 41.8 |
| Total | 516 | 365.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 365.6 | |
| Total | 516 | 365.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000811407] | |
| 13F-HR | [0001694287] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Camden Wealth Advisors LLC
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|
TX | 0.4 |
|
Homage Wealth Group LLC
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TX | 0.4 |
|
Royal Oak Financial Advisors LLC
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MI | 0.4 |
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North Capital Inc
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UT | 0.4 |
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Inflection Capital Management LLC
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CA | 0.4 |
|
Tealwood Asset Management Inc
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MN | 0.4 |
|
Beaumont Asset Management LLC
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|
TX | 0.4 |
|
Regimen Wealth LLC
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|
GA | 0.4 |
|
My Personal CFO LLC
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|
WA | 0.4 |
|
Kondo Wealth Advisors Inc
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|
CA | 0.4 |