# Advanced Portfolio Strategies

> Advanced Portfolio Strategies is an SEC-registered investment advisory firm in Torrance, CA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 284697
- Filed as: ADVANCED PORTFOLIO STRATEGIES
- Legal name: APS Management Group, Inc.
- Also doing business as: ADVANCED PENSION STRATEGIES, ADVANCED PORTFOLIO STRATEGIES INSURANCE & FINANCIAL SERVICES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Torrance, CA
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284697
- AdvisorCensus page: https://advisorcensus.com/firm/advanced-portfolio-strategies-torrance-ca-284697

## Quick answers

**How is Advanced Portfolio Strategies compensated?**
On its Form ADV (Item 5.E, October 2026), Advanced Portfolio Strategies reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Advanced Portfolio Strategies located?**
Advanced Portfolio Strategies' principal office is in Torrance, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Advanced Portfolio Strategies registered with the SEC or a state?**
Advanced Portfolio Strategies is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 284697.

**How much does Advanced Portfolio Strategies manage?**
Advanced Portfolio Strategies reports $217,405,713 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (81% discretionary).

**How have Advanced Portfolio Strategies' assets and staff changed since 2024?**
In the Form ADV data for Advanced Portfolio Strategies: Regulatory assets under management: $127,745,322 in the October 2024 data and $217,405,713 in the October 2026 data, up 70%. Total employees: 6 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Advanced Portfolio Strategies serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (260); pension and profit sharing plans (but not the plan participants or government pension plans) (150); high net worth individuals (49).

**Which custodians does Advanced Portfolio Strategies use?**
Advanced Portfolio Strategies' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Advanced Portfolio Strategies report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284697

**Does Advanced Portfolio Strategies state an account minimum?**
Its Form ADV Part 2A brochure dated March 12, 2026 says: "There is no account minimum for any of AMGI’s services."

**What changed in Advanced Portfolio Strategies' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $158,722,534 to $217,405,713 (+37%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Account minimum: None

> There is no account minimum for any of AMGI’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $217,405,713
- Discretionary: $176,241,167
- Non-discretionary: $41,164,546

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 260 | $52,833,464 |
| High net worth individuals | 49 | $84,751,020 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 150 | $75,876,669 |
| Charitable organizations | 2 | $937,381 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 10 | $3,007,179 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Santa Monica, CA

### Websites listed on Form ADV (Item 1.I)
- advancedportfolios.com
- Facebook @advancedportfolios
- Instagram @advancedportfolios
- LinkedIn @authwall
- X @advportfolios
- YouTube @UCZC8c5PyIGZLGrefpoBpEDg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $127,745,322 | 6 | September 27, 2024 |
| October 2025 | $158,722,534 | 7 | July 25, 2025 |
| October 2026 | $217,405,713 | 6 | March 12, 2026 |

Regulatory assets under management: $127,745,322 in the October 2024 data and $217,405,713 in the October 2026 data, up 70%.
Total employees: 6 in October 2024 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $158,722,534 to $217,405,713 (+37%).

### December 2025
- Employees performing advisory functions went from 5 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advanced Portfolio Strategies (CRD 284697): Form ADV filing data as of October 2026.