$104.4M Total AUM
$104.4M Disc. AUM
-- 3Y CAGR
5 Employees
137 ADV. Clients
40 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-17-1985
- Office Locations
- 1
Office Locations
1615 Forum Place Suite 1A West Palm Beach FL
About Asset Planning Corporation
Asset Planning Corporation is a West Palm Beach, FL advisory firm providing financial planning and discretionary asset management, including tax planning, retirement plan support, and insurance planning. It serves retail and institutional clients, building portfolios primarily with ETFs and mutual funds with an asset-allocation and risk-management focus. Custody support includes Pershing; established in 1985.
Team overview
-- AVG AGE
$52.2M AVG AUM / ADVISOR
$761.9K AVG AUM / CLIENT
13.6 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
40yrs Firm Age
Insights
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Client Personas
Peak
Custodian
Legacy element
Investment Themes
Matrix beacon Alpha Element
Investment Vehicles
Pioneer vector
Services
Delta zenith Ridge Optima timber Pioneer peak Fusion legacy Zenith Foundation
Owner & Executives
R
RENEE SUZANNE POST
Chief Compliance Officer, President
- CRD
- #4237548
- Ownership
- Less than 5%
(661) 503-6310
matrix.catalyst@ridgecapital.com
in linkedin.com/in/delta-crest
Showing 1 of 1 owners & executives
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A
ALEXANDER EVAN RUBY
--
- CRD
- #6500884
(633) 534-7455
horizon.timber@eaglecapital.com
in linkedin.com/in/harbor-insight
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $104,378,457 | $431,316 |
| Non-Discretionary | $0 | -- |
| Total | $104,378,457 | $431,316 |
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Separately Managed Accounts
Total SMA Asset: $104,378,457
Public Funds:
21.6% Equity - Exchange:
13.3% Other:
39.8% Cash:
25.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $569,911,498 | 21.6% |
| Equity - Exchange | $350,917,728 | 13.3% |
| Other | $1,050,114,705 | 39.8% |
| Cash | $667,535,228 | 25.3% |
| Total | $2,638,479,159 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE EAGLE PIONEER | MERIDIAN OAK | U7M6SS3T1 | QKY | 9.17% | $43,790,209 |
| MOMENTUM MERIDIAN BEACON | RADIAL PIONEER | F8EKLM0F9 | QIQE | 8.15% | $26,599,661 |
| LEGACY EAGLE ZENITH | FRONTIER FOUNDATION | 2UCXV3IMC | IJIXB | 11.11% | $90,610,435 |
| FOCUS HORIZON | EMBER BRIDGE | PSUB43MM9 | YYKN | 8.29% | $90,634,200 |
| PRIME FOCUS DELTA | NORTH OAK | EDHUF0NIR | GFLSL | 0.77% | $45,391,193 |
| ALPHA CREST BEACON | ZENITH EAGLE | 3I18IF2S4 | AIE | 2.97% | $35,736,659 |
| QUANTUM MOMENTUM NORTH | TIMBER VECTOR | FKIQQ34JR | ZAGTK | 10.37% | $93,755,386 |
| OPTIMA FOCUS | RADIAL MOMENTUM | WJR56B0PA | OYGB | 12.43% | $62,412,690 |