firm profile
Asset Preservation Advisors, LLC
Overview
Asset Preservation Advisors, LLC is an SEC registered investment adviser based in Atlanta, GA, registered since 1992. It reports $11.1B in assets under management across 3,029 accounts, with 28 employees. It has 13 investment adviser representatives.
- Reported AUM
- $11.1B
- Discretionary
- 100%
- Accounts
- 3,029
- Average account
- $3.6M
- Employees
- 28
- Advisory reps
- 13
- Registered since
- 1992
- Jurisdictions
- 40
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 7
- Charles Ray Doty Co-Chief Executive Officer, Chief Operating Officer, Partner CRD 2520394
- Kevin Burress Woods Co-Chief Executive Officer, Chief Investment Officer, Partner CRD 4740999
- Patricia Husted Hodgman President, Partner CRD 5208451
4 more executive officers, with direct contact details
Advisory reps 3 of 13
- Ovadya Aryeh Registered Rep · Investment Adviser Rep CRD 4987456
- Ergen Banja Investment Adviser Rep CRD 8238100
- Peyton Harrison Bogard Investment Adviser Rep CRD 7488817
10 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 3344 Peachtree Rd NE Ste 2050
Atlanta, GA 30326 - County
- Fulton
- Metro area
- Atlanta-Sandy Springs-Alpharetta, GA
- Region
- South
Registrations
- SEC registered
- Registered in 40 jurisdictions
- Website: assetpreservationadvisors.com
Every state, with registration dates
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