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ASSET PROTECTION GROUP
CAPITAL APPRECIATION, INC.
CRD 164544
440 SAWGRASS CORPORATE PKWY, SUITE 204, SUNRISE, FL, 33325, United States
Phone
954-598-0752
Fax
954-337-7790
Registration
— (—)
Source
State registered
Total AUM
$62.2M
Discretionary AUM
$61.6M
Team
5 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 170 | $42.6M |
| High net worth individuals | 17 | $19.6M |
All web addresses on file
Official SEC filing: View on IAPD