Patricia H. Hodgman

ASSET PRESERVATION ADVISORS

Atlanta, GA 30326

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CRD#: 5208451

Professional summary

Patricia Husted Hodgman, who also goes by Patricia Jean Husted, Patricia Husted, Trish Husted, is a registered financial advisor currently at ASSET PRESERVATION ADVISORS, LLC located in Atlanta, Georgia.

Patricia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Patricia has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patricia Jean Husted | Patricia Husted | Trish Husted

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia Husted Hodgman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 7, 2015 - Present

ASSET PRESERVATION ADVISORS, LLC

Office #1: 3344 Peachtree Road, Ne Suite 2050, Atlanta, GA 30326

RIA

CRD#: 106741

Atlanta, GA

Past

October 14, 2015 - November 30, 2015

MUNICIPAL PORTFOLIO MANAGERS, INC.

RIA

CRD#: 120434

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ASSET PRESERVATION ADVISORS, LLC

ASSET PRESERVATION ADVISORS INC | ASSET PRESERVATION ADVISORS,INC. | ASSET PRESERVATION ADVISORS, LLC

CRD#: 106741 / SEC#: 801-41636

RIA

Registered Investment Advisory firm - (5/27/1992 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(4/9/2018)

IAR

Georgia
(12/7/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/28/2015

Uniform Investment Adviser Law Examination

Current Firm

ASSET PRESERVATION ADVISORS, LLC

ASSET PRESERVATION ADVISORS INC | ASSET PRESERVATION ADVISORS,INC. | ASSET PRESERVATION ADVISORS, LLC

CRD#: 106741 / SEC#: 801-41636

RIA

Registered Investment Advisory firm - (5/27/1992 Approved)

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Contact information

Main Address

3344 Peachtree Road, Ne Suite 2050, Atlanta, GA 30326

Mailing Address

Phone number

(404) 261-1333

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APA FORM ADV PART 2A (5/6/2025)

Regulatory assets under management

Total Number of Accounts	2,954
AUM (Assets Under Management)	$ 10,654,240,520

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Patricia H. Hodgman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia Husted Hodgman's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASSET PRESERVATION ADVISORS, LLC

MUNICIPAL PORTFOLIO MANAGERS, INC.

Primary Firm SEC Registration

ASSET PRESERVATION ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/28/2015

Current Firm

ASSET PRESERVATION ADVISORS, LLC

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASSET PRESERVATION ADVISORS, LLC

TRUST BUT VERIFY

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