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- Custodian
- Capital Group ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-18-2010
- Office Locations
- 1
Office Locations
About Preservation Capital Group
Preservation Capital Group is a Sarasota, FL advisory focused on personalized financial and investment planning for individuals and families, with an emphasis on retirement readiness, wealth building, and asset preservation. Portfolios commonly use ETFs alongside cash and U.S. government/agency bonds. Operates on platforms including Capital Group and Merrill Lynch.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 47 clients, or 47 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on September 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Vehicles
- Services
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Owner & Executives
JOHN JOSEPH SAUICKIE JR
Managing Member, Senior Marketing Manager
- CRD
- #1461364
- Ownership
- 75% or more
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,938,177 | -- |
| Non-Discretionary | $0 | -- |
| Total | $99,938,177 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Preservation Capital Group has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.