CRD: 104715
Asset Planning Services INC
Covington, LA, 70433
9858678679
$365.6M Total AUM
$323.8M Disc. AUM
9.4% 3Y CAGR
5 Employees
148 ADV. Clients
39 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-14-1987
- Office Locations
- 1
Office Locations
509 W. 21st Avenue Covington LA
About Asset Planning Services INC
Asset Planning Services INC is a Covington-based RIA. The firm has been operating for 39 years. Managing $365.6M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$182.8M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
22.5 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
39yrs Firm Age
Insights
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Asset Classes
Radial vertex Vertex
Investment Themes
Summit Peak eagle
Investment Vehicles
Matrix pioneer
Services
Delta focus Alpha Fusion Frontier fusion Vector
Owner & Executives
B
BRENDA MARTINEZ DUET
DIRECTOR, Secretary
- CRD
- --
- Ownership
- 75% or more
(495) 647-6234
optima.legacy@legacycapital.com
in linkedin.com/in/north-vector
C
CLAUDE PAUL DUET
Chief Compliance Officer, DIRECTOR, President
- CRD
- #4332316
- Ownership
- 75% or more
(576) 831-9092
radial.horizon@alphacapital.com
in linkedin.com/in/value-foundation
Showing 2 of 2 owners & executives
Unlock allContacts
JILLIAN CARUTHERS NELSON
Partner
- CRD
- #4428527
(651) 809-9693
capital.harbor@ridgecapital.com
in linkedin.com/in/wave-timber
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $323,764,207 | $789,669 |
| Non-Discretionary | $41,806,011 | $394,396 |
| Total | $365,570,218 | $708,469 |
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Separately Managed Accounts
Total SMA Asset: $365,570,218
Equity - Exchange:
13.8% Public Funds:
25.8% Cash:
20.3% Corporate - Investment Grade:
24.3% U.S. Government/Agency:
15.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,046,774,546 | 13.8% |
| Public Funds | $1,957,013,282 | 25.8% |
| Cash | $1,539,820,528 | 20.3% |
| Corporate - Investment Grade | $1,843,233,440 | 24.3% |
| U.S. Government/Agency | $1,198,481,003 | 15.8% |
| Total | $7,585,322,799 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER BEACON | ATLAS GLACIER | 0QIEE3MWG | YQP | 6.76% | $33,361,217 |
| LEGACY RIDGE | NORTH EMBER | 783IA2UCJ | LEL | 4.40% | $69,897,058 |
| PRIME BEACON EMBER | OAK FUSION | KVS9I2S9L | ROFI | 1.42% | $87,953,158 |
| PATHWAY MERIDIAN | ZENITH ATLAS | SATDQK12J | UVTUC | 7.59% | $106,083,802 |
| INSIGHT RIDGE | PEAK LEGACY | 9WQFKS3G8 | WDSNW | 4.02% | $119,354,082 |
| EAGLE HORIZON MERIDIAN | FOUNDATION FRONTIER | JNNANOXT6 | EJCT | 5.40% | $60,945,028 |
| FOCUS PRIME EMBER | EMBER HORIZON | GYQCJLH7C | FNO | 11.90% | $20,444,929 |
| INSIGHT BEACON INSIGHT | RADIAL PIONEER | TK2SHY2I5 | QLFFU | 11.47% | $102,743,187 |