RIA Intel›Advisers›Tennessee›ASSET PLANNING CORPORATION

ASSET PLANNING CORPORATION

Advisory

N·KNOXVILLE, TN

Data as of Nov 8, 2024 · Source: SEC Form ADV

Total AUM

$407M

1-Year AUM Growth

+16.5%

3-Year CAGR

+11.0%

Employees

6

Assets Under Management

Total AUM$407M

Discretionary AUM$401M

Non-Discretionary AUM$5M

Discretionary %98.7%

Total Clients280

Team

Total Employees6

Investment Advisers9

Employee Growth (1Y)-16.7%

Filing History

Total Filings on Record63

First FilingMar 29, 2001

Latest FilingNov 8, 2024

🔒 Full AUM trend chart and 63 historical filings spanning 23+ years

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.

📊 Peer Benchmarking

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

👥 Owners & Officers

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

🏦 Client Demographics

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

Get the full picture on ASSET PLANNING CORPORATION

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