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ADVISORS TRUST PLANNING & INVESTMENT COMPANY, INC.

Advisory

NAPLES, FL

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in FL
#2,068
of 2,610 advisers by AUM
Average account
$5M
across 3 accounts
AUM per adviser
$16M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$16M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$16M
Discretionary AUM$0
Non-Discretionary AUM$16M
Discretionary %0%
Total Clients—
Team
Total Employees3
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL, NC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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