APS ADVISORS
DBA: APS INVESTMENT MANAGEMENT GROUP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $197.2M |
| Discretionary | $197.2M100% of AUM |
| Client Accounts | 810 |
| Avg Account Size | $244K |
| Employees | 2 |
| Peak AUM | $197.2MMar 2026 |
AUM by Client Type
Total AUM
$197M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $197M | +15.0% | +16.1% | +8.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $197.2M |
| Discretionary | $197.2M |
| Employees | 2 |
| Client Accounts | 810 |
| Client Range | 0 |
Contact & Location
Address
240 NORTH MAIN STREET
JACKSON CA 95642
Phone
(209) 223-0460
Filing History
25 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$197M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Related Entities (Item 7)
Pension Consultant