Asset Preservation Advisors LLC

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Assets, Funds, Holdings

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Asset Preservation Advisors LLC
CRD #106741
SEC #801-41636
CIK #
AUM $6.9 BB (2024-03-27)
Employees 25 (80% Investors, 0% Brokers)
Phone404-261-1333
Address3344 Peachtree Road, NE
Atlanta, GA 30326
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
7.56.04.53.01.50.02001200920172025
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other APA High Income Opportunity Fund LP [2012-01-18] 70.4 29.5
Other APA Short-Term Tax-Exempt Bond Fund Limited Partnership I 2012-01-18 11.3
Other APA Taxable Municipal Bond Fund Limited Partnership I 2012-01-18 10.3
Other Georgia Tax Exempt Bond Fund Limited Partnership I 2012-01-18 39.1
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 766 0.4
(b) Individuals (high net worth individuals) 1,141 5.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 2 0.1
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 4 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 236 1.1
(n) Other 0 0.0
Total 2,149 6.9
By Discretionary
Discretionary 2,148 6.9
Non-Discretionary 1 0.0
Total 2,149 6.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 6.9
Total 2,149 6.9
Form D Directors # Filings # Firms 2011 - 2024
Kevin Woods 5
Kenneth Woods 4
Charles Doty 4
Asset Preservation Advisors Inc 4
Asset Preservation Advisors LLC 3
Fixed Income Advisers LLC 1
Ken Woods 1
Comparable Firms State AUM ($BB)
Valmark Advisers Inc
OH 7.0
Crossmark Global Investments Inc
TX 7.0
Stephens Investment Management Group LLC
AR 7.0
Mutual Advisors LLC
NE 6.9
Perigon Wealth Management LLC
CA 6.9
Greenspring Advisors LLC
MD 6.9
Joel Isaacson & Co LLC
NY 6.9
Hornor Townsend & Kent LLC
PA 6.9
Hardman Johnston Global Advisors LLC
CT 6.8
Advisory Services Network LLC
GA 6.8
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tony@aum13f.com