Asset Preservation Group Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Grapevine, TX. Its latest Form ADV filing, dated March 25, 2026, reports $321M in regulatory assets under management, 4 employees, and 1,179 accounts.
Assets Under Management
$321M
Employees
4
Offices
--
Total Clients
330
Primary office
GRAPEVINE, TX
2750 WILLIAM D. TATE AVE., SUITE 100, GRAPEVINE, TX, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.9% of total clients.
Top client categories% of clientsClients
1
Individuals
70.9%
234
2
HNWI
29.1%
96
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$321Mas of March 25, 2026
Discretionary97.5%
$313M
98% of total RAUM97.5%
Non-discretionary2.5%
$8M
2% of total RAUM2.5%
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$321M
Total Accounts1,179
10Y AUM Change+$161M (+100.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee83:1
10Y Employee Change0 (0.0%)
* 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.