RIA Intel›Advisers›Louisiana›ASSET PLANNING SERVICES INC

ASSET PLANNING SERVICES INC

Advisory

N·COVINGTON, LA

Data as of Feb 24, 2026 · Source: SEC Form ADV

Total AUM

$366M

1-Year AUM Growth

+3.8%

3-Year CAGR

+1.2%

Employees

2

Assets Under Management

Total AUM$366M

Discretionary AUM$324M

Non-Discretionary AUM$42M

Discretionary %88.6%

Total Clients160

Team

Total Employees2

Investment Advisers5

Employee Growth (1Y)—

Filing History

Total Filings on Record44

First FilingJan 24, 2001

Latest FilingFeb 24, 2026

🔒 Full AUM trend chart and 44 historical filings spanning 25+ 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 SERVICES INC

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