ASSET PLANNING CORPORATION
Legal name: APC FINANCIAL PLANNING
CRD #7890 SEC #801-11448 KNOXVILLE, TN 865-690-1231
SEC Registered
Total AUM
$406.6M
Discretionary
$401.5M
Employees
9
Clients
25
Accounts
928
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $406.6M | $401.5M | $5.2M | 9 | 0 |
| Jun 2025 | $406.6M | $401.5M | $5.2M | 9 | 0 |
| Feb 2025 | $406.6M | $401.5M | $5.2M | 9 | 0 |
| Nov 2024 | $371.6M | $366.5M | $5.1M | 8 | 0 |
| Jul 2024 | $371.6M | $366.5M | $5.1M | 8 | 0 |
| May 2024 | $371.6M | $366.5M | $5.1M | 8 | 0 |
| Feb 2024 | $371.6M | $366.5M | $5.1M | 8 | 0 |
| Sep 2023 | $318.8M | $309.9M | $8.9M | 8 | 0 |
| Aug 2023 | $318.8M | $309.9M | $8.9M | 8 | 0 |
| May 2023 | $318.8M | $309.9M | $8.9M | 8 | 0 |
| Feb 2023 | $318.8M | $309.9M | $8.9M | 8 | 0 |
| Nov 2022 | $326.6M | $320.3M | $6.2M | 8 | 0 |
| Aug 2022 | $326.6M | $320.3M | $6.2M | 8 | 0 |
| Aug 2022 | $326.6M | $320.3M | $6.2M | 8 | 0 |
| May 2022 | $326.6M | $320.3M | $6.2M | 8 | 0 |
| Jan 2022 | $326.6M | $320.3M | $6.2M | 8 | 0 |
| Jul 2021 | $263.5M | $258.2M | $5.3M | 7 | 0 |
| Jul 2021 | $263.5M | $258.2M | $5.3M | 7 | 0 |
| May 2021 | $263.5M | $258.2M | $5.3M | 7 | 0 |
| Mar 2021 | $263.5M | $258.2M | $5.3M | 7 | 0 |
| Feb 2021 | $263.5M | $258.2M | $5.3M | 7 | 0 |
| Jan 2021 | $236.1M | $230.5M | $5.6M | 7 | 0 |
| Oct 2020 | $236.1M | $230.5M | $5.6M | 6 | 0 |
| May 2020 | $236.1M | $230.5M | $5.6M | 6 | 0 |
| Apr 2020 | $236.1M | $230.5M | $5.6M | 6 | 0 |
| Feb 2020 | $236.1M | $230.5M | $5.6M | 6 | 0 |
| Jul 2019 | $205M | $200.3M | $4.7M | 6 | 0 |
| Apr 2019 | $205M | $200.3M | $4.7M | 6 | 0 |
| Mar 2019 | $205M | $200.3M | $4.7M | 6 | 0 |
| Nov 2018 | $211.2M | $206M | $5.2M | 7 | 0 |
| Jul 2018 | $211.2M | $206M | $5.2M | 7 | 0 |
| Feb 2018 | $211.2M | $206M | $5.2M | 7 | 0 |
| Sep 2017 | $181.8M | $176.9M | $4.8M | 7 | 200 |
| Aug 2017 | $181.8M | $176.9M | $4.8M | 7 | 200 |
| Mar 2017 | $181.8M | $176.9M | $4.8M | 7 | 200 |
| Aug 2016 | $168.6M | $164M | $4.6M | 8 | 200 |
| Jul 2016 | $168.6M | $164M | $4.6M | 9 | 200 |
| Jul 2016 | $168.6M | $164M | $4.6M | 8 | 200 |
| Apr 2016 | $168.6M | $164M | $4.6M | 8 | 200 |
| Mar 2016 | $168.6M | $164M | $4.6M | 7 | 200 |
| Jan 2016 | $169M | $166.8M | $2.2M | 5 | 200 |
| Mar 2015 | $169M | $166.8M | $2.2M | 5 | 200 |
| Oct 2014 | $160.7M | $157.7M | $3.1M | 5 | 150 |
| Oct 2014 | $160.7M | $157.7M | $3.1M | 6 | 150 |
| Mar 2014 | $160.7M | $157.7M | $3.1M | 6 | 150 |
| Mar 2013 | $138.3M | $134.1M | $4.2M | 5 | 140 |
| Apr 2012 | $120.1M | $116.1M | $4.1M | 1 | 125 |
| Apr 2012 | $120.1M | $116.1M | $4.1M | 1 | 125 |
| Mar 2010 | $111.7M | $108.6M | $3.2M | 10 | -- |
| Mar 2009 | $97.9M | $94.8M | $3.2M | 5 | -- |
| Apr 2007 | $119.6M | $115.3M | $4.3M | 5 | -- |
| Mar 2007 | $119.6M | $115.3M | $4.3M | 5 | -- |
| Mar 2006 | $107.8M | $103.9M | $3.9M | 5 | -- |
| Sep 2005 | $103.4M | $99.6M | $3.8M | 5 | -- |
| Dec 2004 | $101.6M | $97.9M | $3.8M | 5 | -- |
| Apr 2004 | $84.1M | $80.6M | $3.5M | 5 | -- |
DateAug 2025
Total AUM$406.6M
Discretionary$401.5M
Non-Disc.$5.2M
Employees9
Clients0
DateJun 2025
Total AUM$406.6M
Discretionary$401.5M
Non-Disc.$5.2M
Employees9
Clients0
DateFeb 2025
Total AUM$406.6M
Discretionary$401.5M
Non-Disc.$5.2M
Employees9
Clients0
DateNov 2024
Total AUM$371.6M
Discretionary$366.5M
Non-Disc.$5.1M
Employees8
Clients0
DateJul 2024
Total AUM$371.6M
Discretionary$366.5M
Non-Disc.$5.1M
Employees8
Clients0
DateMay 2024
Total AUM$371.6M
Discretionary$366.5M
Non-Disc.$5.1M
Employees8
Clients0
DateFeb 2024
Total AUM$371.6M
Discretionary$366.5M
Non-Disc.$5.1M
Employees8
Clients0
DateSep 2023
Total AUM$318.8M
Discretionary$309.9M
Non-Disc.$8.9M
Employees8
Clients0
DateAug 2023
Total AUM$318.8M
Discretionary$309.9M
Non-Disc.$8.9M
Employees8
Clients0
DateMay 2023
Total AUM$318.8M
Discretionary$309.9M
Non-Disc.$8.9M
Employees8
Clients0
DateFeb 2023
Total AUM$318.8M
Discretionary$309.9M
Non-Disc.$8.9M
Employees8
Clients0
DateNov 2022
Total AUM$326.6M
Discretionary$320.3M
Non-Disc.$6.2M
Employees8
Clients0
DateAug 2022
Total AUM$326.6M
Discretionary$320.3M
Non-Disc.$6.2M
Employees8
Clients0
DateAug 2022
Total AUM$326.6M
Discretionary$320.3M
Non-Disc.$6.2M
Employees8
Clients0
DateMay 2022
Total AUM$326.6M
Discretionary$320.3M
Non-Disc.$6.2M
Employees8
Clients0
DateJan 2022
Total AUM$326.6M
Discretionary$320.3M
Non-Disc.$6.2M
Employees8
Clients0
DateJul 2021
Total AUM$263.5M
Discretionary$258.2M
Non-Disc.$5.3M
Employees7
Clients0
DateJul 2021
Total AUM$263.5M
Discretionary$258.2M
Non-Disc.$5.3M
Employees7
Clients0
DateMay 2021
Total AUM$263.5M
Discretionary$258.2M
Non-Disc.$5.3M
Employees7
Clients0
DateMar 2021
Total AUM$263.5M
Discretionary$258.2M
Non-Disc.$5.3M
Employees7
Clients0
DateFeb 2021
Total AUM$263.5M
Discretionary$258.2M
Non-Disc.$5.3M
Employees7
Clients0
DateJan 2021
Total AUM$236.1M
Discretionary$230.5M
Non-Disc.$5.6M
Employees7
Clients0
DateOct 2020
Total AUM$236.1M
Discretionary$230.5M
Non-Disc.$5.6M
Employees6
Clients0
DateMay 2020
Total AUM$236.1M
Discretionary$230.5M
Non-Disc.$5.6M
Employees6
Clients0
DateApr 2020
Total AUM$236.1M
Discretionary$230.5M
Non-Disc.$5.6M
Employees6
Clients0
DateFeb 2020
Total AUM$236.1M
Discretionary$230.5M
Non-Disc.$5.6M
Employees6
Clients0
DateJul 2019
Total AUM$205M
Discretionary$200.3M
Non-Disc.$4.7M
Employees6
Clients0
DateApr 2019
Total AUM$205M
Discretionary$200.3M
Non-Disc.$4.7M
Employees6
Clients0
DateMar 2019
Total AUM$205M
Discretionary$200.3M
Non-Disc.$4.7M
Employees6
Clients0
DateNov 2018
Total AUM$211.2M
Discretionary$206M
Non-Disc.$5.2M
Employees7
Clients0
DateJul 2018
Total AUM$211.2M
Discretionary$206M
Non-Disc.$5.2M
Employees7
Clients0
DateFeb 2018
Total AUM$211.2M
Discretionary$206M
Non-Disc.$5.2M
Employees7
Clients0
DateSep 2017
Total AUM$181.8M
Discretionary$176.9M
Non-Disc.$4.8M
Employees7
Clients200
DateAug 2017
Total AUM$181.8M
Discretionary$176.9M
Non-Disc.$4.8M
Employees7
Clients200
DateMar 2017
Total AUM$181.8M
Discretionary$176.9M
Non-Disc.$4.8M
Employees7
Clients200
DateAug 2016
Total AUM$168.6M
Discretionary$164M
Non-Disc.$4.6M
Employees8
Clients200
DateJul 2016
Total AUM$168.6M
Discretionary$164M
Non-Disc.$4.6M
Employees9
Clients200
DateJul 2016
Total AUM$168.6M
Discretionary$164M
Non-Disc.$4.6M
Employees8
Clients200
DateApr 2016
Total AUM$168.6M
Discretionary$164M
Non-Disc.$4.6M
Employees8
Clients200
DateMar 2016
Total AUM$168.6M
Discretionary$164M
Non-Disc.$4.6M
Employees7
Clients200
DateJan 2016
Total AUM$169M
Discretionary$166.8M
Non-Disc.$2.2M
Employees5
Clients200
DateMar 2015
Total AUM$169M
Discretionary$166.8M
Non-Disc.$2.2M
Employees5
Clients200
DateOct 2014
Total AUM$160.7M
Discretionary$157.7M
Non-Disc.$3.1M
Employees5
Clients150
DateOct 2014
Total AUM$160.7M
Discretionary$157.7M
Non-Disc.$3.1M
Employees6
Clients150
DateMar 2014
Total AUM$160.7M
Discretionary$157.7M
Non-Disc.$3.1M
Employees6
Clients150
DateMar 2013
Total AUM$138.3M
Discretionary$134.1M
Non-Disc.$4.2M
Employees5
Clients140
DateApr 2012
Total AUM$120.1M
Discretionary$116.1M
Non-Disc.$4.1M
Employees1
Clients125
DateApr 2012
Total AUM$120.1M
Discretionary$116.1M
Non-Disc.$4.1M
Employees1
Clients125
DateMar 2010
Total AUM$111.7M
Discretionary$108.6M
Non-Disc.$3.2M
Employees10
Clients--
DateMar 2009
Total AUM$97.9M
Discretionary$94.8M
Non-Disc.$3.2M
Employees5
Clients--
DateApr 2007
Total AUM$119.6M
Discretionary$115.3M
Non-Disc.$4.3M
Employees5
Clients--
DateMar 2007
Total AUM$119.6M
Discretionary$115.3M
Non-Disc.$4.3M
Employees5
Clients--
DateMar 2006
Total AUM$107.8M
Discretionary$103.9M
Non-Disc.$3.9M
Employees5
Clients--
DateSep 2005
Total AUM$103.4M
Discretionary$99.6M
Non-Disc.$3.8M
Employees5
Clients--
DateDec 2004
Total AUM$101.6M
Discretionary$97.9M
Non-Disc.$3.8M
Employees5
Clients--
DateApr 2004
Total AUM$84.1M
Discretionary$80.6M
Non-Disc.$3.5M
Employees5
Clients--