Co-Chief Executive Officer / Chief Investment Officer / Partner · Asset Preservation Advisors, LLC
Kevin B. Woods
CRD 4740999 · 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 Kevin B. Woods on its Form ADV as Co-Chief Executive Officer / Chief Investment Officer / Partner, a control person.
Firms and roles
- Asset Preservation Advisors, LLCCo-Chief Executive Officer / Chief Investment Officer / PartnerWealth manager · Atlanta, GA · $11B in regulatory assets
AtlasMembers
Kevin’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- Kenneth R. WoodsChairman / Partner, Asset Preservation Advisors, LLC
- Charles R. DotyCo-Chief Executive 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 Kevin on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kevin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.