APS Investment Management Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
APS Investment Management Group provides investment advisory services to individual clients (including high-net-worth and non-high-net-worth individuals) as well as corporate and other business clients. The firm manages discretionary assets and delivers individualized portfolio management exclusively through a wrap fee program, and it also offers pension consulting services to employer plan sponsors.
The firm exercises discretionary authority over client accounts and tailors portfolios to clients’ objectives and risk tolerances, employing fundamental and technical analysis and a mix of long‑term, short‑term, and trading strategies as appropriate. It also describes conservative cash management practices for client cash balances and acknowledges ERISA fiduciary responsibilities when providing pension consulting to participant‑directed retirement plans.
Notable distinctions include an unusually high client load per advisor — roughly 557 client relationships supported by a two‑advisor team — and that the firm sponsors its own wrap fee program. The firm’s advisors are registered representatives of LPL Financial and hold insurance licenses, enabling commissionable securities and insurance sales and creating related conflicts of interest that the brochure discloses and addresses.
Client services
Expertise
Fee options
Securities sales commissions and trail fees from mutual funds through LPL Financial; commissions based on sales
Approximately $250/hour for pension consulting services, negotiable
Account minimum: $100,000
Main office
240 North Main Street
Jackson CA 95642
Advisors at this office
2
Most active in
California · Texas
Also doing business as
Aps Advisors · Aps Advisors Inc. · Aps Associates · Aps Investment Management Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Ryan S
Series 66
Jackson, CA
APS Investment Management Group
Ryan Shortridge is a financial advisor at APS Investment Management Group with 21 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2005. In addition to his advisory role, he is involved in the sale of non-variable insurance. APS Investment Management Group offers investment advisory services to individual and corporate clients, managing discretionary assets through a wrap fee program and providing pension consulting. The firm employs a combination of fundamental and technical analysis with varied investment strategies and serves a large client base with a two-advisor team.
Kevin K
Series 63, Series 66
Jackson, CA
APS Investment Management Group
Kevin Kraft is a financial advisor with APS Investment Management Group and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including 14 years at LPL Financial and 16 years with APS Associates. Outside of his advisory work, he is involved in fixed insurance products such as term, universal, whole life, disability income, and long-term care insurance. APS Investment Management Group serves individual and corporate clients, including high-net-worth individuals and employer plan sponsors, offering portfolio management through a firm-sponsored wrap fee program and pension consulting services. The firm manages approximately $171.5 million in discretionary assets across about 550 client relationships, utilizing a combination of fundamental and technical analysis with accounts reviewed at least quarterly.
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