ASSET PRESERVATION ADVISORS, LLC
CRD #106741 SEC #801-41636 ATLANTA, GA 404-261-1333
SEC Registered
Total AUM
$10.7B
Discretionary
$10.7B
Employees
27
Clients
--
Accounts
2,954
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $10.7B | $10.7B | $185.5K | 27 | 1 |
| May 2025 | $10.7B | $10.7B | $185.5K | 27 | 1 |
| Mar 2025 | $10.7B | $10.7B | $185.5K | 27 | 1 |
| Apr 2024 | $6.9B | $6.9B | $170.3K | 25 | 1 |
| Mar 2024 | $6.9B | $6.9B | $170.3K | 25 | 1 |
| Sep 2023 | $5.8B | $5.8B | $186.8K | 17 | 0 |
| Aug 2023 | $5.8B | $5.8B | $186.8K | 17 | 0 |
| Mar 2023 | $5.8B | $5.8B | $186.8K | 17 | 0 |
| Oct 2022 | $5.3B | $5.3B | $262.5K | 19 | 0 |
| Apr 2022 | $5.3B | $5.3B | $262.5K | 19 | 0 |
| Mar 2022 | $5.3B | $5.3B | $262.5K | 19 | 0 |
| Sep 2021 | $4.7B | $4.7B | $211.1K | 21 | 0 |
| Sep 2021 | $4.7B | $4.7B | $211.1K | 21 | 0 |
| Mar 2021 | $4.7B | $4.7B | $211.1K | 21 | 0 |
| May 2020 | $4.1B | $4.1B | $262.2K | 17 | 0 |
| Apr 2020 | $4.1B | $4.1B | $262.2K | 17 | 0 |
| Mar 2020 | $4.1B | $4.1B | $262.2K | 17 | 0 |
| Nov 2019 | $3.7B | $3.7B | $197.7K | 17 | 0 |
| Jul 2019 | $3.7B | $3.7B | $197.7K | 17 | 0 |
| Mar 2019 | $3.7B | $3.7B | $197.7K | 17 | 0 |
| Sep 2018 | $3.3B | $3.2B | $217.5K | 16 | 0 |
| Mar 2018 | $3.3B | $3.2B | $217.5K | 16 | 0 |
| Jun 2017 | $2.4B | $2.4B | $201.2K | 16 | 900 |
| Apr 2017 | $2.4B | $2.4B | $201.2K | 16 | 900 |
| Mar 2017 | $2.4B | $2.4B | $201.2K | 16 | 900 |
| Mar 2016 | $2.1B | $2.1B | $178.5K | 15 | 800 |
| Mar 2015 | $2B | $2B | $178.6K | 12 | 800 |
| Aug 2014 | $1.9B | $1.9B | $168.3K | 15 | 700 |
| Jun 2014 | $1.9B | $1.9B | $168.3K | 15 | 700 |
| Mar 2014 | $1.9B | $1.9B | $168.3K | 15 | 700 |
| Dec 2013 | $1.9B | $1.9B | $129.9K | 14 | 600 |
| Aug 2013 | $1.9B | $1.9B | $129.9K | 14 | 600 |
| Mar 2013 | $1.9B | $1.9B | $129.9K | 14 | 600 |
| Jan 2013 | $1.8B | $1.8B | $8.5M | 14 | 600 |
| Nov 2012 | $1.8B | $1.8B | $8.5M | 14 | 600 |
| Mar 2012 | $1.8B | $1.8B | $8.5M | 6 | 600 |
| Jan 2012 | $1.8B | $1.8B | $8.5M | 6 | 600 |
| Jul 2011 | $1.6B | $1.5B | $14M | 10 | -- |
| Mar 2011 | $1.6B | $1.5B | $14M | 10 | -- |
| Mar 2011 | $1.6B | $1.5B | $14M | 10 | -- |
| Jan 2011 | $1.4B | $1.3B | $14.2M | -- | -- |
| Mar 2010 | $1.4B | $1.3B | $14.2M | -- | -- |
| Nov 2007 | $585M | $569M | $16M | 10 | -- |
| Mar 2007 | $585M | $569M | $16M | 10 | -- |
| Mar 2006 | $480M | $3M | $477M | 10 | -- |
| May 2005 | $478M | $477.5M | $500K | 10 | -- |
| Mar 2004 | $457M | $457M | $0 | 10 | -- |
| Jan 2004 | $457M | $457M | $0 | 10 | -- |
| Mar 2002 | $267.8M | $262.8M | $5M | 5 | -- |
DateDec 2025
Total AUM$10.7B
Discretionary$10.7B
Non-Disc.$185.5K
Employees27
Clients1
DateMay 2025
Total AUM$10.7B
Discretionary$10.7B
Non-Disc.$185.5K
Employees27
Clients1
DateMar 2025
Total AUM$10.7B
Discretionary$10.7B
Non-Disc.$185.5K
Employees27
Clients1
DateApr 2024
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$170.3K
Employees25
Clients1
DateMar 2024
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$170.3K
Employees25
Clients1
DateSep 2023
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$186.8K
Employees17
Clients0
DateAug 2023
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$186.8K
Employees17
Clients0
DateMar 2023
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$186.8K
Employees17
Clients0
DateOct 2022
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$262.5K
Employees19
Clients0
DateApr 2022
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$262.5K
Employees19
Clients0
DateMar 2022
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$262.5K
Employees19
Clients0
DateSep 2021
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$211.1K
Employees21
Clients0
DateSep 2021
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$211.1K
Employees21
Clients0
DateMar 2021
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$211.1K
Employees21
Clients0
DateMay 2020
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$262.2K
Employees17
Clients0
DateApr 2020
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$262.2K
Employees17
Clients0
DateMar 2020
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$262.2K
Employees17
Clients0
DateNov 2019
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$197.7K
Employees17
Clients0
DateJul 2019
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$197.7K
Employees17
Clients0
DateMar 2019
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$197.7K
Employees17
Clients0
DateSep 2018
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$217.5K
Employees16
Clients0
DateMar 2018
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$217.5K
Employees16
Clients0
DateJun 2017
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$201.2K
Employees16
Clients900
DateApr 2017
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$201.2K
Employees16
Clients900
DateMar 2017
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$201.2K
Employees16
Clients900
DateMar 2016
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$178.5K
Employees15
Clients800
DateMar 2015
Total AUM$2B
Discretionary$2B
Non-Disc.$178.6K
Employees12
Clients800
DateAug 2014
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$168.3K
Employees15
Clients700
DateJun 2014
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$168.3K
Employees15
Clients700
DateMar 2014
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$168.3K
Employees15
Clients700
DateDec 2013
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$129.9K
Employees14
Clients600
DateAug 2013
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$129.9K
Employees14
Clients600
DateMar 2013
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$129.9K
Employees14
Clients600
DateJan 2013
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$8.5M
Employees14
Clients600
DateNov 2012
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$8.5M
Employees14
Clients600
DateMar 2012
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$8.5M
Employees6
Clients600
DateJan 2012
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$8.5M
Employees6
Clients600
DateJul 2011
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$14M
Employees10
Clients--
DateMar 2011
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$14M
Employees10
Clients--
DateMar 2011
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$14M
Employees10
Clients--
DateJan 2011
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$14.2M
Employees--
Clients--
DateMar 2010
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$14.2M
Employees--
Clients--
DateNov 2007
Total AUM$585M
Discretionary$569M
Non-Disc.$16M
Employees10
Clients--
DateMar 2007
Total AUM$585M
Discretionary$569M
Non-Disc.$16M
Employees10
Clients--
DateMar 2006
Total AUM$480M
Discretionary$3M
Non-Disc.$477M
Employees10
Clients--
DateMay 2005
Total AUM$478M
Discretionary$477.5M
Non-Disc.$500K
Employees10
Clients--
DateMar 2004
Total AUM$457M
Discretionary$457M
Non-Disc.$0
Employees10
Clients--
DateJan 2004
Total AUM$457M
Discretionary$457M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$267.8M
Discretionary$262.8M
Non-Disc.$5M
Employees5
Clients--