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Asset Preservation Advisors, LLC

Asset Preservation Advisors, LLC. CRD 106741

A

CRD: 106741

Asset Preservation Advisors, LLC

Atlanta, GA, 30326
4042611333
www.apabonds.com
$11.1B Total AUM
$11.1B Disc. AUM
24.5% 3Y CAGR
28 Employees
3,030 ADV. Clients
36 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Pershing · UBS
Clients
Retail and Institutional
Platforms
BeaconBeacon pathway +more
Established Date
08-01-1989
Office Locations
2

Office Locations

3344 Peachtree Road, NE Suite 2050 Atlanta GA
400 Madison Avenue NEW York NY

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.

Team overview

44 AVG AGE
$552.5M AVG AUM / ADVISOR
$3.6M AVG AUM / CLIENT
9.1 yrs AVG TENURE
28 Employees
20 Advisory Reps
8 RIA Reps
36yrs Firm Age

Insights

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Asset Classes

Foundation Ridge Matrix Insight Quantum

Client Personas

Element unison

Custodian

Ember signal Vector bridge Capital summit Foundation summit Eagle

Investment Themes

Crest matrix Momentum pathway Signal unison Oak

Investment Vehicles

Atlas unison Vital north

Platform

Pathway

Services

Beacon quantum Wave momentum Foundation

Technology

Horizon North Alpha Vertex Optima

Owner & Executives

CHARLES RAY DOTY

CHARLES RAY DOTY

Co-Chief Executive Officer, PARTNER, Wealth Advisor

CRD
--
Ownership
Less than 5%
(363) 600-7202
peak.radial@capitalcapital.com
in linkedin.com/in/vertex-optima
K

KYLE THOMAS GERBERDING

MANAGING DIRECTOR, PARTNER

CRD
--
Ownership
Less than 5%
(387) 732-7569
momentum.capital@wavecapital.com
in linkedin.com/in/foundation-meridian
V

Value horizon

Focus foundation vertex

CRD
#93419
Ownership
34.7%
(330) 921-7689
zenith.delta@focuscapital.com
in linkedin.com/in/pioneer-quantum

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Contacts

E

ERGEN BANJA

--

CRD
#8238100
(314) 294-7548
catalyst.atlas@foundationcapital.com
in linkedin.com/in/vital-foundation
PEYTON HARRISON BOGARD

PEYTON HARRISON BOGARD

Associate

CRD
#7488817
(444) 905-5186
quantum.delta@radialcapital.com
in linkedin.com/in/catalyst-frontier
L

Legacy summit

Unison value

CRD
#79272
(801) 261-6230
vital.vital@northcapital.com
in linkedin.com/in/crest-legacy

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-31-2022
09-25-2023
04-01-2024
12-12-2025
03-30-2026
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

Total SMA Asset: $11,032,803,239

$11.0B Total SMA
Municipal Bonds:
51.7%
Cash:
48.3%
Asset class Assets Assets %
Municipal Bonds $649,514,202 51.7%
Cash $606,799,534 48.3%
Total $1,256,313,736 100.0%

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