Asset Preservation Capital, LTD
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Asset Preservation Capital, LTD is a single‑advisor registered investment adviser that serves individuals (including high‑net‑worth clients), corporations, charities, and pension and profit‑sharing plans with comprehensive and ongoing financial planning, one‑off financial consulting, and discretionary portfolio management. The firm also conducts suitability reviews and recommends third‑party investment advisers when appropriate, providing monitoring and co‑advisory relationships as part of its services.
The firm’s investment approach emphasizes asset allocation implemented through proprietary model portfolios and periodic rebalancing, with primary use of mutual funds, ETFs, stocks, and bonds tailored to each client’s goals, time horizon, and risk tolerance. Asset Preservation Capital operates discretionary management authority for many accounts and, when consulting on third‑party managers, names specific recommended firms and retains responsibility for ongoing client relationships and reviews.
Notable disclosures in the brochure that differentiate the firm from many peers include business affiliations and past regulatory matters: the owner and associates act as independent insurance agents and the owner provides tax‑preparation services through G.D. Tax & Associates, both of which the brochure identifies as potential conflicts of interest. The brochure also discloses prior regulatory actions involving a predecessor advisory business (an SEC finding and sanction in 2011 related to books and records and a 1984 NYSE censure and fine involving the owner) and states the firm uses predecessor and hypothetical performance in its materials, items the firm presents for prospective clients’ consideration.
Client services
Expertise
Fee options
Fixed fee of $600 for financial planning services, negotiable
Account minimum: $50,000 Minimum fee: Financial planning fixed fee of $600, negotiable based on complexity
Main office
3331 W. Big Beaver Rd, Suite 118
Troy MI 48084
Advisors at this office
1
Most active in
Michigan
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
Quick links
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