RIA Intel›Advisers›Florida›ASSET PLANNING CORPORATION

ASSET PLANNING CORPORATION

Advisory

N·W. PALM BEACH, FL

Data as of Feb 4, 2026 · Source: SEC Form ADV

Total AUM
$104M
1-Year AUM Growth
+15.6%
3-Year CAGR
+1.3%
Employees
2
Assets Under Management
Total AUM$104M
Discretionary AUM$104M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients138
Team
Total Employees2
Investment Advisers5
Employee Growth (1Y)-33.3%
Filing History
Total Filings on Record51
First FilingAug 19, 2004
Latest FilingFeb 4, 2026
🔒 Full AUM trend chart and 51 historical filings spanning 22+ years
Sign up free to view →
Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

Sign up free to unlock
📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

Sign up free to unlock
👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

Sign up free to unlock
🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Sign up free to unlock

Get the full picture on ASSET PLANNING CORPORATION

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.

Sign up free →