# Asset Accumulation,protection,preservation and Transfer, LLC

> Asset Accumulation,protection,preservation and Transfer, LLC is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 125398
- Filed as: ASSET ACCUMULATION,PROTECTION,PRESERVATION AND TRANSFER, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Georgia
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125398
- AdvisorCensus page: https://advisorcensus.com/firm/asset-accumulation-protection-preservation-and-transfer-llc-125398

## Quick answers

**How is Asset Accumulation,protection,preservation and Transfer, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Asset Accumulation,protection,preservation and Transfer, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Asset Accumulation,protection,preservation and Transfer, LLC registered with the SEC or a state?**
Asset Accumulation,protection,preservation and Transfer, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 125398.

**How much does Asset Accumulation,protection,preservation and Transfer, LLC manage?**
Asset Accumulation,protection,preservation and Transfer, LLC reports $13,556,257 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (0% discretionary).

**What types of clients does Asset Accumulation,protection,preservation and Transfer, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (22); high net worth individuals (1).

**Does Asset Accumulation,protection,preservation and Transfer, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/125398

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $13,556,257
- Discretionary: $0
- Non-discretionary: $13,556,257

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $6,367,792 |
| High net worth individuals | 1 | $7,188,465 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [aptjac.com](https://aptjac.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Asset Accumulation,protection,preservation and Transfer, LLC (CRD 125398): Form ADV filing data as of October 2026.