Preservation Capital Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$70,237,199
Clients
42
Advisors
1
of 1 employees
About
The firm manages discretionary investment portfolios for high‑net‑worth investors, foundations, trusts and corporations, and its brochure indicates it also serves institutional relationships. It provides ongoing portfolio management focused on publicly traded equities and fixed‑income instruments while clients retain custody of their assets with third‑party custodians.
Investment selection is driven by a fundamental analysis framework that examines company financials, business operations and relative valuation, with a stated objective of holding securities for a minimum of three years though holding periods may vary. The adviser operates as a fee‑only, asset‑based fiduciary for managed accounts and exercises discretionary authority to implement its strategies on behalf of clients.
Compared with many solo independent firms, the brochure highlights an emphasis on foundations and corporate/institutional accounts rather than mass‑market individual clients, and it discloses paying third‑party referrers a portion of its management fee. The firm also disclosed a 2015 administrative settlement with the Florida regulator addressing contract disclosure, invoicing and net capital technical violations.
Client services
Expertise
Fee options
0.60% per annum on all managed assets, charged quarterly at 0.15% per quarter
Fee-only: Fee-only; no commissions or other compensation received
Main office
Sarasota FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Preservation Capital Group · Preservation Capital Group 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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