Asset Planning Services Inc. /la/ /adv
Asset Planning Services Inc is a fee-based Registered Investment Adviser (RIA) based in Covington, Louisiana, founded in 1987. The firm manages investment portfolios and provides services such as financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and publication of financial materials. As of 2025, they serve approximately 579 clients with a focus on individuals, high net worth investors, pension plans, and corporate clients. The firm employs 2 financial advisors and offers personalized client service, aiming to help clients achieve financial stability, maximize wealth, and minimize risk through tailored investment approaches.
Investment Strategy
Asset Planning Services Inc provides personalized investment management and financial planning tailored to each client's goals, risk tolerance, and time horizon. The firm offers discretionary and non-discretionary portfolio management, focusing on helping clients achieve long-term financial objectives such as retirement and education funding. Additionally, they advise on pension and profit-sharing plans, offer market timing services for short-term opportunities, and utilize both asset-based and fixed-fee structures. The firm fosters close adviser-client relationships, using a consultative approach to address individual and business financial planning needs.
Top Holdings
Equity Positions (34)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | Nvidia Corp | 19.90% | $47.2M | 253,147 | $12.35 | $186.58 | +$7.3M |
M MSFT | Microsoft | 10.63% | $25.2M | 48,723 | $66.03 | $517.95 | +$1.1M |
J JPM | JP Morgan Chase | 5.59% | $13.3M | 42,057 | $106.54 | $315.43 | +$1.1M |
W WMT | Wal Mart Stores Inc | 4.33% | $10.3M | 99,635 | $42.92 | $103.06 | +$602.0K |
R RTX | RTX Corporation | 4.31% | $10.2M | 61,120 | $66.76 | $167.33 | +$1.4M |