Asset Preservation Group Inc
- Regulatory AUM
- $321M
- Discretionary
- $313M
- Clients
- 330
- Avg AUM / client
- $973K
- Accounts
- 1,179
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 234 | $66.7M | 20.8% |
| High net worth individuals | 96 | $254M | 79.2% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Scott Franklin | President | CFP | Jan 2009 (18y) | 50% – 75% |
| Vernon Russell Billingsley | President, Chief Compliance Officer | Jan 2009 (18y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 898 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Axos Clearing $181M (57% of AUM) Mar 2026
- Charles Schwab & Co. $137M (49% of AUM) Mar 2025
- Fidelity Brokerage Services $32.9M (10% of AUM) Mar 2026
- Assetmark Trust Company $23.5M (14% of AUM) Nov 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗