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Charles Doty

Co-Chief Executive Officer / Partner at Asset Preservation Advisors

Officer record from the firm’s Form ADVForm ADV filed 30 March 2026

Charles Doty is Co-Chief Executive Officer / Partner of Asset Preservation Advisors, LLC, a Atlanta investment adviser.

Role at Asset Preservation Advisors

Title on Schedule A
Co-Chief Executive Officer / Partner
Control
Charles Doty is a control person of Asset Preservation Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Charles Doty has held the filed role since September 2002.

The firm

Asset Preservation Advisors, LLC
Atlanta, GA

Form ADV filed 30 March 2026

$11.1B AUM3,029 clients20 advisers2 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Charles Doty is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Charles Doty
CRD
2520394
Firm
Asset Preservation Advisors, LLC
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Charles Doty has been with APA since 2002 and has been in the municipal bond business for over 35 years. He is a graduate of the University of Mississippi. He worked for SunTrust Equitable Securities for 16 years, eventually serving as director of National Institutional Municipal Sales. In 1999, he joined Municipal Trade as Chief Operating Officer and President. Official biography — Charles Doty

Education

Common questions

Where does Charles Doty work?

Charles Doty has been Co-Chief Executive Officer / Partner of Asset Preservation Advisors, LLC since September 2002, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

Leadership at Asset Preservation Advisors

Sources

  1. IAPD individual lookup, CRD 2520394. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Asset Preservation Advisors, LLC, filed 30 March 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Charles Doty or Asset Preservation Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.