RIA Intel›Advisers›Michigan›ASSET PRESERVATION CAPITAL, LTD

ASSET PRESERVATION CAPITAL, LTD

Advisory

TROY, MI

Data as of Mar 26, 2026 · Source: SEC Form ADV

Average account

$180K

across 103 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients100

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

100 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

THE GOOD NEWS COMPANY, LLC

GROSSE POINTE FARMS, MI

$18M

CALVERT PLANNING CORPORATION

$19M

WATERSHED WEALTH MANAGEMENT LLC

$19M

SECURITY FINANCIAL ADVISORS,LLC

$19M

ALPHA INVESTMENT MANAGEMENT, INC.

$18M

STRAITGATE FINANCIAL L.L.C.

$18M

Get the full picture on ASSET PRESERVATION CAPITAL, LTD

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ASSET PRESERVATION CAPITAL, LTD and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans