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- Custodian
- Charles Schwab & Company ยท Newport Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-31-2016
- Office Locations
- 2
Office Locations
About Advanced Portfolio Strategies
APS Investment Management Group (Advanced Portfolio Strategies) is a full-service financial consulting firm serving individuals and families with tailored managed asset plans, retirement planning, portfolio analysis, and rollover support, plus variable/fixed annuities and life insurance solutions. The practice emphasizes non-proprietary investment choices and investor education through one-on-one counseling, newsletters, and seminars, with custody support including Charles Schwab.
Reported data analysis
What the numbers show
Between August 15, 2025 and March 12, 2026, reported AUM increased 37.0%, from $158.7M to $217.4M.
Across 3 reported observations, AUM increased 70.2% between December 20, 2024 and March 12, 2026, from $127.7M to $217.4M.
Of the latest reported AUM, 81.1% is discretionary and 18.9% is non-discretionary.
The firm reports 4 advisory representatives and 475 clients, or 118.8 clients per representative. That equates to $457.7K in reported AUM per client.
The profile lists 2 reported office locations and 9 years in operation. The source data was last updated on March 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Advanced Portfolio Strategies record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DANIEL ROY BENNETT
Chief Compliance Officer, Partner, President
- CRD
- #2225959
- Ownership
- 25% but less than 50%
GLEN ALAN MICHEL
Co-President, Managing Partner
- CRD
- #4903181
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Benjamin Samuel Shapiro Castillo
Financial Advisor
- CRD
- #7764763
Samuel Ford
Associate
- CRD
- #7691171
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $176,241,167 | $402,377 |
| Non-Discretionary | $41,164,546 | $1,247,410 |
| Total | $217,405,713 | $461,583 |
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Separately Managed Accounts
SMA allocation detail is available
Advanced Portfolio Strategies has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.