COVINGTON, LACRD 104715Latest ADV February 24, 2026
Asset Planning Services Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Covington, LA. Its latest Form ADV filing, dated February 24, 2026, reports $366M in regulatory assets under management, 5 employees, and 516 accounts.
Top client segmentIndividuals represent 49.3% of total clients.
Top client categories% of clientsClients
1
Individuals
49.3%
73
2
HNWI
45.9%
68
3
Pension Plans
2.7%
4
4
Corporations
2.0%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$366Mas of February 24, 2026
Discretionary88.6%
$324M
89% of total RAUM88.6%
Non-discretionary11.4%
$42M
11% of total RAUM11.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$366M
Total Accounts516
10Y AUM Change+$118M (+47.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee30:1
10Y Employee Change-2 (-28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.