Niva WealthLet’s talk

Patricia Hodgman

President / Partner at Asset Preservation Advisors

Investment adviser registrationAtlanta, GASEC record checked 18 October 2026

10
Years in the industry
10
Years at the firm
2
Adviser firms
1
State registrations

IAPD record retrieved 18 October 2026SEC record

Patricia Hodgman is President / Partner of Asset Preservation Advisors, LLC, a Atlanta investment adviser managing $11.1B. Patricia Hodgman has been registered through Asset Preservation Advisors since 7 December 2015, has 10 years in the industry across 2 firms and has passed the Series 65.

Role at Asset Preservation Advisors

Title on Schedule A
President / Partner
Control
Patricia Hodgman is a control person of Asset Preservation Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Patricia Hodgman has held the filed role since September 2021.

The firm

Asset Preservation Advisors, LLC
Atlanta, GA

Form ADV filed 30 March 2026

$11.1B AUM3,029 clients20 advisers2 offices

Career on record

Patricia Hodgman has been registered through Asset Preservation Advisors since December 2015, and before that through Municipal Portfolio Managers, Inc..

Firms and exams, newest first
  1. Asset Preservation Advisors, LLCCurrent
    – present · 11 years
    Atlanta, GA · Adviser representative · Firm CRD 106741
  2. Municipal Portfolio Managers, Inc.
    – · under a year
    Atlanta, GA · Adviser representative · Firm CRD 120434
  3. Passed Series 65 · 2015

Registrations and exams

Patricia Hodgman has a current investment-adviser registration in Georgia and has passed 1 qualifying exam.

Georgia7 December 2015
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6528 September 2015
Name
Uniform Investment Adviser Law Examination

Individual record

Full name
Patricia Husted Hodgman
CRD
5208451
Firm
Asset Preservation Advisors, LLC
Registration status
Investment adviser registration
Office
3344 PEACHTREE ROAD, NE, SUITE 2050, Atlanta, GA 30326

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

Patricia “Trish” Hodgman joined Asset Preservation Advisors (APA) in 2015. At APA, she focuses on portfolio analytics, performance attribution and client services, works with Business Development in presenting APA’s investment strategy, and directs the firm’s marketing mix. She serves on APA’s Investment Committee and became a partner of the firm in 2021. Trish earned a BA in Economics from Hollins University. Official biography — Patricia Hodgman

Education

Common questions

Where does Patricia Hodgman work?

Patricia Hodgman has been President / Partner of Asset Preservation Advisors, LLC since September 2021, and is a control person of the firm.

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

Is Patricia Hodgman a financial advisor?

Yes. Patricia Hodgman has a current investment-adviser registration in Georgia, through Asset Preservation Advisors since December 2015, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Patricia Hodgman have?

Patricia Hodgman has worked in the financial industry for 10 years as of 18 October 2026, counted from 19 October 2015, across 2 adviser firms.

Source: IAPD individual record, checked 18 October 2026

What exams has Patricia Hodgman passed?

Patricia Hodgman passed the Series 65 in September 2015.

Source: IAPD individual record, checked 18 October 2026

Where did Patricia Hodgman work before Asset Preservation Advisors?

Before Asset Preservation Advisors, Patricia Hodgman was registered through Municipal Portfolio Managers, Inc., October 2015 to November 2015.

Source: IAPD individual record, checked 18 October 2026

Where is Patricia Hodgman based?

Patricia Hodgman’s registered office is in Atlanta, GA.

Source: IAPD individual record, checked 18 October 2026

Leadership at Asset Preservation Advisors

Sources

  1. IAPD individual record, CRD 5208451. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Asset Preservation Advisors, LLC, filed 30 March 2026. Title, control and ownership bands.

Retrieved 18 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 Patricia Hodgman 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.