LP Profile

Asset Planning Corporation

Also known as asset planning

Wealth ManagerKnoxville, United StatesFounded 1975
$211M
Assets Under Management
Knoxville
Headquarters
Investment Focus

About Asset Planning Corporation

Asset Planning Corporation is a wealth manager based in Knoxville, US. Founded in 1975. Reported AUM: 211 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Asset Planning Corporation from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$104.4M
Total Clients
242
Filing Date
February 4, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Asset Planning Corporation across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Asset Planning Corporation?

Asset Planning Corporation is a wealth manager based in Knoxville, United States, managing approximately $211M in assets.

Where is Asset Planning Corporation headquartered?

Asset Planning Corporation is headquartered in Knoxville, United States.

How much does Asset Planning Corporation manage?

Asset Planning Corporation manages approximately $211M in assets under management.

When was Asset Planning Corporation founded?

Asset Planning Corporation was founded in 1975.

How can I contact Asset Planning Corporation?

Verified contact details, key decision-makers, and investment preferences for Asset Planning Corporation are available on LPbacked. Create a free account to access them.