Asset Preservation Group Inc
● SEC registered since 1999CRD 108150SEC# 801-56931Grapevine, TX
Reg. AUM
$321.2M
Employees
4
Accounts
1,179
Location
Grapevine, TX
Asset Preservation Group Inc assets under management
Asset Preservation Group Inc operates as an SEC-registered investment adviser based in Grapevine, TX. The firm has been registered since 1999. It reports $321.2 million in regulatory assets under management and employs 4 people.
Asset Preservation Group Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Scott Franklin Control | President | 50-75% | 2011 |
| Vernon Russell Billingsley Control | President, Chief Compliance Officer | 50-75% | 2023 |
Frequently asked questions
How much does Asset Preservation Group Inc manage?
Asset Preservation Group Inc reports $321.2 million in regulatory assets under management on its Form ADV.
How many employees does Asset Preservation Group Inc have?
Asset Preservation Group Inc reports 4 employees.
Where is Asset Preservation Group Inc located?
Asset Preservation Group Inc is based in Grapevine, TX and has been SEC-registered since 1999.
Does Asset Preservation Group Inc disclose fund performance?
Asset Preservation Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2750 William D. Tate Ave., Suite 100, Grapevine, TX 76051 |
| Phone | 817-251-1008 |
| Fax | 817-442-8555 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$321.2M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$321.2Mregulatory AUM
Discretionary $313.2MNon-discretionary $8M