SourcingSourcing

ASSET PRESERVATION GROUP INC

B60
CRD 108150·SEC 801-56931·GRAPEVINE, TX
AUM
$321.2M
$100M-$500M
Est. Revenue
$3.2M
@ 1% on AUM
Est. EBITDA
$964K
@ 30% margin
Est. Deal Value
$7.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ASSET PRESERVATION GROUP INC
CRD
108150
SEC file #
801-56931
EIN
872941524
DBA names
—

Economics

AUM
$321.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$94.7M → $321.2M▲ +239%
Client mix
Individuals Other234
Individuals High Net Worth96

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
4 advisors → 2 advisors▼ -50%
Primary office
GRAPEVINE TX
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
apg-advisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BILLINGSLEY, VERNON, RUSSELL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BILLINGSLEY, VERNON, RUSSELL
FRANKLIN, MICHAEL, SCOTT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
APG-ADVISORS.COM
Rdap Domain Creation Date
2022-09-12T16:14:47Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001903367
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2022-01-07
Edgar Last Filing Date
2024-12-04
Edgar Form D Count
7
Edgar Form D Offerings
2024-12-042024-12-04 · 0001903367-24-000001
2023-11-212023-11-21 · 0001903367-23-000005

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Fidelity4
E*trade4
Axos Advisor Services2
Edgar Addresses
Mailing
2101 CEDAR SPRINGS ROADSUITE 700DALLAS, TX 75201
Business
2101 CEDAR SPRINGS ROADSUITE 700DALLAS, TX 75201
Edgar EIN
872941524
Edgar Recent Filings
D/A2024-12-04 · 0001903367-24-000001
D/A2023-11-21 · 0001903367-23-000005
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-09-12T16:14:47Z
Rdap Domain Last Changed
2022-09-12T16:14:48Z
Rdap Nameservers
Ns05.domaincontrol.comNs06.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1714367
Trust Company Affiliate
No

People (2)

2
BILLINGSLEY, VERNON, RUSSELL
IAR · Direct Owner · 62.5%
1714367
FRANKLIN, MICHAEL, SCOTT
IAR · Direct Owner · 62.5%
4747047