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Co-Chief Executive Officer / Partner · Asset Preservation Advisors, LLC

Charles R. Doty

CRD 2520394 · Named on Form ADV at one SEC-registered adviser

At a glance

Asset Preservation Advisors, LLC, an SEC-registered wealth manager based in Atlanta, GA with $11.1 billion in regulatory assets, lists Charles R. Doty on its Form ADV as Co-Chief Executive Officer / Partner, a control person.

Firms and roles

AtlasMembers

Charles’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • Kenneth R. WoodsChairman / Partner, Asset Preservation Advisors, LLC
  • Kevin B. WoodsCo-Chief Executive Officer / Chief Investment Officer / Partner, Asset Preservation Advisors, LLC
  • Patricia H. HodgmanPresident / Partner, Asset Preservation Advisors, LLC
  • Wesley S WilliamsChief Operating Officer, Asset Preservation Advisors, LLC
  • Tara A. HartChief Compliance Officer, Asset Preservation Advisors, LLC

1 more person named with Charles on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Charles’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.