# Asset Preservation Group Inc

> 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.

- CRD: 108150
- Filed as: ASSET PRESERVATION GROUP INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Grapevine, TX
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108150
- AdvisorCensus page: https://advisorcensus.com/firm/asset-preservation-group-inc-grapevine-tx-108150

## Quick answers

**How is Asset Preservation Group Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Asset Preservation Group Inc reports these compensation arrangements: a percentage of assets under its management.

**Where is Asset Preservation Group Inc located?**
Asset Preservation Group Inc's principal office is in Grapevine, TX, according to its Form ADV.

**Is Asset Preservation Group Inc registered with the SEC or a state?**
Asset Preservation Group Inc is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 108150.

**How much does Asset Preservation Group Inc manage?**
Asset Preservation Group Inc reports $321,172,762 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (98% discretionary).

**How have Asset Preservation Group Inc's assets and staff changed since 2021?**
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.

**What types of clients does Asset Preservation Group Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (234); high net worth individuals (96).

**Which custodians does Asset Preservation Group Inc use?**
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.

**Does Asset Preservation Group Inc 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/108150

**What changed in Asset Preservation Group Inc's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $279,684,580 to $321,172,762 (+15%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Axos Clearing LLC
- Fidelity Brokerage Services LLC

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: $321,172,762
- Discretionary: $313,168,145
- Non-discretionary: $8,004,617

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 234 | $66,709,513 |
| High net worth individuals | 96 | $254,463,249 |

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

### Firm details
- Registered since: 1999 (26 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, GA, LA, NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- apg-advisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $160,099,000 | 2 | March 9, 2021 |
| October 2022 | $186,282,811 | 2 | June 1, 2022 |
| October 2023 | $169,146,000 | 4 | March 20, 2023 |
| October 2024 | $263,375,395 | 4 | March 19, 2024 |
| October 2025 | $279,684,580 | 4 | March 21, 2025 |
| October 2026 | $321,172,762 | 4 | March 25, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $279,684,580 to $321,172,762 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Asset Preservation Group Inc (CRD 108150): Form ADV filing data as of October 2026.