Asset Protection Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Asset Protection Group provides investment advice primarily to individual clients, including high‑net‑worth and non‑HNW households, through discretionary asset management, financial planning, and consulting. The firm implements client programs largely via third‑party sub‑advisors and money managers (including Virtue Capital Management, Gradient Investments, and Triad Wealth Partners) and also offers public seminars and workshops on investment topics.
The firm’s process begins with a documented assessment of goals, risk tolerance and an investment policy statement, and it uses fundamental, technical and cyclical analysis to guide portfolio selection and monitoring; accounts are reviewed at least quarterly and management is generally discretionary. Financial planning work covers cash flow, estate, tax and insurance analysis and is delivered within the timelines disclosed in the brochure, while sub‑advisors maintain the agreed model strategies and execute trades for client accounts.
Noteworthy distinctions include disclosed past regulatory and arbitration matters involving the firm’s principal (an administrative settlement related to insurance conduct in 2012 and a client arbitration settled in 2014), which the brochure documents. The firm also has material affiliated activities uncommon among peers — the principal and other supervised persons act as licensed insurance agents and the firm sells precious metals, and APG receives referral and fee‑sharing arrangements with third‑party managers; the brochure describes disclosures and procedures intended to address those conflicts.
Client services
Expertise
Fee options
Financial planning fixed fees negotiable up to $2,500
$0 - $500,000: 1.95% (Annual Fee Schedule I total fee) $500,001 - $1,000,000: 1.75% (Annual Fee Schedule I total fee) $1,000,001+: 1.50% (Annual Fee Schedule I total fee) $0 - $500,000: 1.90% (Annual Fee Schedule III total fee) $500,001 - $1,000,000: 1.70% (Annual Fee Schedule III total fee) $1,000,001+: 1.45% (Annual Fee Schedule III total fee) $0 - $500,000: 1.50% (Annual Fee Schedule II total fee) $0+: 1.60% (Fee Schedule IV total fee) $0+: 1.50% (Fee Schedule V total fee) $0+: 1.00% (Fee Schedule VI total fee) $0+: 1.25% (Fee Schedule VII total fee for 3 Party Fund Families) $0+: 1.50% (Fee Schedule VII total fee for VCM Overlay Strategies) $0 - $500,000: 1.50% (Triad Wealth Partners tiered fee - first $500,000) $500,001 - $1,000,000: 1.35% (Triad Wealth Partners tiered fee) $1,000,001 - $2,000,000: 1.20% (Triad Wealth Partners tiered fee) $2,000,001 - $5,000,000: 1.00% (Triad Wealth Partners tiered fee) $5,000,001+: 0.85% (Triad Wealth Partners tiered fee)
Insurance and precious metals sales commissions through affiliated businesses
Financial planning hourly fee of $250 per hour
Account minimum: No minimum to open an account (however, specific money managers may have minimums disclosed in their brochures) Fee-only: Financial planning fixed fees up to $2,500 based on complexity; hourly fees $250/hour
Main office
440 Sawgrass Corporate Pkwy, Suite 204
Sunrise FL 33325
Advisors at this office
2
Most active in
Florida
Also doing business as
Asset Protection Group · Capital Appreciation, Inc. · Capital Appreciation, LLC · Capital Corporation, LLC
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.
Forms ADV
Advisors at this firm
Wyatt G
Series 65
Sunrise, FL
Asset Protection Group
Wyatt Gruntler is a financial advisor at Asset Protection Group with two years of industry experience. He holds a Series 65 designation and has worked at Capital Appreciation, Inc. since 2021, where he also engages in insurance sales as a licensed agent. Prior to his advisory career, he worked at Dr. PhoneFix for six years and was a full-time student for eight years. Asset Protection Group provides investment advice primarily to individual clients, including high-net-worth and non-HNW households, through discretionary asset management, financial planning, and consulting. The firm uses a documented process involving goal assessment and multiple analytical methods and implements client programs largely via third-party sub-advisors and money managers.
William G
Series 65
Sunrise, FL
Asset Protection Group
William Gruntler is a financial advisor with Asset Protection Group in Sunrise, FL, holding a Series 65 designation and bringing 24 years of industry experience. He has worked at National Gold Consultants, Inc. since 2020 and has been associated with Asset Protection Group in various capacities since 1992. Outside of advisory work, he is involved in the sale of precious metals through National Gold Consultants. Asset Protection Group provides investment advice primarily to individual clients, including both high-net-worth and non-high-net-worth households, using discretionary asset management, financial planning, and consulting. The firm employs a documented process that incorporates fundamental, technical, and cyclical analysis and works with third-party sub-advisors to implement client strategies.
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