Investment adviser · CRD 7890
APC FINANCIAL PLANNING
Investment adviser filing (IA)
ASSET PLANNING CORPORATION
KNOXVILLE, TN, United States · Form ADV filed Aug 26, 2025
- Regulatory AUM
- $407M Form ADV · Item 5.F
- Client accounts
- 928 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 116 | $330,206,646 | 81.2% |
| Individuals | 164 | $76,388,257 | 18.8% |
| Charities | Fewer than 5 | $47,502 | 0.0% |
Filing source
Form ADV 2008612 · Aug 26, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 26, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly
Principal office
234 S. PETERS RD., SUITE 102KNOXVILLE, TN, 37923, United States
CRD 7890
Filing source
Form ADV 2008612 · Aug 26, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.