{
  "crd_number": 108150,
  "slug": "asset-preservation-group-inc-grapevine-tx-108150",
  "primary_business_name": "ASSET PRESERVATION GROUP INC",
  "legal_name": "ASSET PRESERVATION GROUP INC",
  "dbas": [],
  "city": "Grapevine",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1999-10-22",
  "years_registered": 26,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 321172762.0,
  "raum_discretionary": 313168145.0,
  "raum_non_discretionary": 8004617.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 66709513.0,
      "count": 234
    },
    "high_net_worth_individuals": {
      "raum": 254463249.0,
      "count": 96
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "GA",
    "LA",
    "NC",
    "TX"
  ],
  "websites": [
    "https://apg-advisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108150",
  "city_as_filed": "GRAPEVINE",
  "url": "https://advisorcensus.com/firm/asset-preservation-group-inc-grapevine-tx-108150",
  "display_name": "Asset Preservation Group Inc",
  "summary": "Asset Preservation Group Inc is an SEC-registered investment advisory firm in Grapevine, TX, registered since 1999, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Asset Preservation Group Inc (CRD 108150): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "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 Group Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Asset Preservation Group Inc reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Asset Preservation Group Inc located?",
      "a": "Asset Preservation Group Inc's principal office is in Grapevine, TX, according to its Form ADV."
    },
    {
      "q": "Is Asset Preservation Group Inc registered with the SEC or a state?",
      "a": "Asset Preservation Group Inc is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 108150."
    },
    {
      "q": "How much does Asset Preservation Group Inc manage?",
      "a": "Asset Preservation Group Inc reports $321,172,762 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (98% discretionary)."
    },
    {
      "q": "How have Asset Preservation Group Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Asset Preservation Group Inc: Regulatory assets under management: $160,099,000 in the October 2021 data and $321,172,762 in the October 2026 data, up 101%. Total employees: 2 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Asset Preservation Group Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (234); high net worth individuals (96)."
    },
    {
      "q": "Which custodians does Asset Preservation Group Inc use?",
      "a": "Asset Preservation Group Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Axos Clearing LLC and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Asset Preservation Group Inc report any disciplinary disclosures?",
      "a": "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/108150"
    },
    {
      "q": "What changed in Asset Preservation Group Inc's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $279,684,580 to $321,172,762 (+15%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 160099000.0,
      "total_employees": 2,
      "filing_date": "2021-03-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 186282811.0,
      "total_employees": 2,
      "filing_date": "2022-06-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 169146000.0,
      "total_employees": 4,
      "filing_date": "2023-03-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 263375395.0,
      "total_employees": 4,
      "filing_date": "2024-03-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 279684580.0,
      "total_employees": 4,
      "filing_date": "2025-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 321172762.0,
      "total_employees": 4,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $279,684,580 to $321,172,762 (+15%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Axos Clearing LLC",
      "name_as_filed": "AXOS CLEARING LLC",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/asset-preservation-group-inc-grapevine-tx-108150.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 234,
      "fewer_than_5": false,
      "raum": 66709513.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 96,
      "fewer_than_5": false,
      "raum": 254463249.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/108150",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}