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| Asset Preservation Advisors LLC
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|---|---|
| CRD # | 106741 |
| SEC # | 801-41636 |
| CIK # | |
| AUM | 11.05 B (2026-03-30) |
| Employees | 28 (71% Investors, 11% Brokers) |
| Phone | 404-261-1333 |
| Address | 3344 Peachtree Road, NE Atlanta, GA 30326 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | APA High Income Opportunity Fund LP | [2012-01-18] | 70.4 M | 29.5 M |
| Filed 2024-03-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | APA Short-Term Tax-Exempt Bond Fund Limited Partnership I | 2012-01-18 | 11.3 M | |
| Other | APA Taxable Municipal Bond Fund Limited Partnership I | 2012-01-18 | 10.3 M | |
| Other | Georgia Tax Exempt Bond Fund Limited Partnership I | 2012-01-18 | 39.1 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,033 | 0.6 |
| (b) Individuals (high net worth individuals) | 1,714 | 8.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 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 | 9 | 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 | 272 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 3,029 | 11.1 |
| By Discretionary | ||
| Discretionary | 3,029 | 11.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,029 | 11.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 11.0 | |
| Total | 3,029 | 11.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Kevin Woods | Executive Officer | 5 | 2 | |
| Asset Preservation Advisors Inc | Promoter | 4 | 2 | |
| Kenneth Woods | Executive Officer | 4 | 2 | |
| Charles Doty | Executive Officer | 4 | 2 | |
| Asset Preservation Advisors LLC | Promoter | 3 | 2 | |
| Fixed Income Advisers LLC | Executive Officer | 1 | 1 | |
| Ken Woods | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.9B |
| Clients | 1 |
| Serves | Institutional, Retail |
| LEI | 2549000JDB69KLLX4031 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Everett Harris & Co
✚
|
CA | 11.53 B |
|
QRG Capital Management Inc
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|
PA | 11.41 B |
|
Fiduciary Management Inc
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WI | 11.36 B |
|
Heck Capital Advisors LLC
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WI | 11.31 B |
|
Perigon Wealth Management LLC
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CA | 11.29 B |
|
Hyperion Asset Management Limited
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11.14 B | |
|
Fondsmaeglerselskabet MAJ Invest A/S
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|
11.12 B | |
|
Fifth Third Securities Inc
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|
OH | 10.92 B |
|
Ferguson Wellman Capital Management Inc
✚
|
OR | 10.66 B |
|
Advisory Services Network LLC
✚
|
GA | 10.60 B |