DBA: APC FINANCIAL PLANNING
| Total AUM | $406.6M |
| Discretionary | $401.5M99% of AUM |
| Non-Discretionary | $5.2M |
| Client Accounts | 928 |
| Avg Account Size | $438K |
| Employees | 9 |
| Peak AUM | $406.6MFeb 2025 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $407M | +9.4% | +7.6% | +11.9% | |
| Discretionary AUM | $401M | ||||
| Total AUM | $406.6M |
| Discretionary | $401.5M |
| Employees | 9 |
| Client Accounts | 928 |
| Client Range | 25-Nov |
Address
234 S. PETERS RD.
KNOXVILLE TN 37923
Phone
865-690-1231
Filing History
70 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$401M
98.7% of AUM
Non-Discretionary
$5M
1.3% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Custody
No related registrations reported
| +7.8% /yrover 24 yrs · 70 filings |
Total AUM
$407M
| +9.5% |
| +7.8% |
| +12.2% |
| Non-Disc. AUM | $5M | +2.5% | 5.9% | 1.6% |
| Total Accounts | 928 | +3.2% | +4.6% | +5.7% |
| Avg Account Size | $438,192.247 | +6.0% | +2.9% | +5.8% |
| Employees | 9 | +12.5% | +4.0% | +8.8% |
| AUM / Employee | $45M | 2.7% | +3.4% | +2.9% |
Client AUM Segments | |||||
| Wealth AUM | $407M | +9.5% | +7.6% | +11.9% | |
| Institutional AUM | $47,502 | 39.6% | — | — | |
Client Count Segments | |||||
| HNW Clients | 164 | 6.3% | +4.4% | +5.8% | |
| Individuals | 116 | +3.6% | +6.5% | +8.3% | |