| Name | Title | Ownership | Since |
|---|---|---|---|
| Carol Ottaviano | Corporate Secretary | 10-25% | 2021 |
| Joseph Ottaviano Control | President | Over 75% | 2020 |
| Kathy Jo Patty Control | Director Of Client Care | Under 5% | 2025 |
Asset Planning Corporation reports $406.6 million in regulatory assets under management on its Form ADV.
Asset Planning Corporation reports 9 employees.
Asset Planning Corporation is based in Knoxville, TN.
Asset Planning Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 234 S. Peters Rd., Suite 102, Knoxville, TN 37923 |
| Office hours | By Appointment Only |
| Discloses disciplinary history | No |
| Discretionary | $401.5M |
| Non-discretionary | $5.2M |
| Total (RAUM) | $406.6M |