{
  "crd_number": 305899,
  "slug": "asset-preservation-capital-ltd-troy-mi-305899",
  "primary_business_name": "ASSET PRESERVATION CAPITAL, LTD",
  "legal_name": "ASSET PRESERVATION CAPITAL, LTD",
  "dbas": [],
  "city": "Troy",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "19820",
  "metro": {
    "cbsa_code": "19820",
    "common_name": "Detroit",
    "msa_name": "Detroit-Warren-Dearborn, MI",
    "path": "/advisors/mi/detroit"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2019-10-24",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 18530000.0,
  "raum_discretionary": 18530000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 14570000.0,
      "count": 100
    },
    "high_net_worth_individuals": {
      "raum": 3960000.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 6,
  "states_registered": [
    "MI"
  ],
  "websites": [
    "https://assetpreservationcapital.com",
    "https://facebook.com/AssetPreservationCapital",
    "https://linkedin.com/company/asset-preservation-capital-ltd",
    "https://youtube.com/channel/UCpivGIG9yMTBGQyevmjOQjA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305899",
  "disclosure_items": [
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(3)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?"
    },
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    },
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "TROY",
  "url": "https://advisorcensus.com/firm/asset-preservation-capital-ltd-troy-mi-305899",
  "display_name": "Asset Preservation Capital, Ltd",
  "summary": "Asset Preservation Capital, Ltd is a state-registered investment advisory firm in Troy, MI, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. Asset Preservation Capital, Ltd (CRD 305899): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Asset Preservation Capital, Ltd compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Asset Preservation Capital, Ltd reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Asset Preservation Capital, Ltd located?",
      "a": "Asset Preservation Capital, Ltd's principal office is in Troy, MI, according to its Form ADV."
    },
    {
      "q": "Is Asset Preservation Capital, Ltd registered with the SEC or a state?",
      "a": "Asset Preservation Capital, Ltd is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 305899."
    },
    {
      "q": "How much does Asset Preservation Capital, Ltd manage?",
      "a": "Asset Preservation Capital, Ltd reports $18,530,000 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Asset Preservation Capital, Ltd serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (100)."
    },
    {
      "q": "Does Asset Preservation Capital, Ltd report any disciplinary disclosures?",
      "a": "Reports 6 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(3) (SEC or CFTC finding of causing a business's authorization to be denied, suspended, revoked, or restricted), 11.C(4) (SEC or CFTC order), 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order), 11.E(2) (self-regulatory organization's finding of a rule violation), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/305899"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/asset-preservation-capital-ltd-troy-mi-305899.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 100,
      "fewer_than_5": false,
      "raum": 14570000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 3960000.0
    }
  ],
  "disclosure_line": "Reports 6 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305899",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}