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- Custodian
- Charles Schwab & Company · Pershing · UBS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-01-1989
- Office Locations
- 2
Office Locations
About Asset Preservation Advisors, LLC
Asset Preservation Advisors is a municipal-bond specialist focused on wealth-preservation strategies for the clients their advisor partners serve. Founded in 1989, the team builds portfolios bond by bond, tailoring issuer, region, credit, and structure to client goals and risk tolerance. Their network across 100+ broker-dealers supports broad access and execution in munis.
Reported data analysis
What the numbers show
Between December 12, 2025 and March 30, 2026, reported AUM increased 3.7%, from $10.7B to $11.1B.
Across 5 reported observations, AUM increased 107.6% between October 31, 2022 and March 30, 2026, from $5.3B to $11.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 20 advisory representatives and 3,030 clients, or 151.5 clients per representative. That equates to $3.6M in reported AUM per client.
The profile lists 2 reported office locations and 37 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
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Owner & Executives
CHARLES RAY DOTY
Co-Chief Executive Officer, PARTNER, Wealth Advisor
- CRD
- --
- Ownership
- Less than 5%
KYLE THOMAS GERBERDING
MANAGING DIRECTOR, PARTNER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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OVADYA ARYEH
MANAGING DIRECTOR & PORTFOLIO MANAGER
- CRD
- #4987456
ERGEN BANJA
ANALYST
- CRD
- #8238100
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,050,515,200 | $3,648,239 |
| Non-Discretionary | $0 | -- |
| Total | $11,050,515,200 | $3,648,239 |
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Separately Managed Accounts
SMA allocation detail is available
Asset Preservation Advisors, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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