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8020 CAPITAL LLC

Advisory

GA

Data as of Feb 23, 2026 · Source: SEC Form ADV

Rank in GA
#600
of 607 advisers by AUM
Average account
$1M
across 41 accounts
AUM per adviser
$49M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 23, 2026.

Total AUM
$49M
Discretionary %
100%
Clients
19
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$49M
Discretionary AUM$49M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients19
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InGA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

MARATHON FINANCIAL STRATEGIES
$49M
COLONY CAPITAL MANAGEMENT INC
ATLANTA, GA
$49M
-43.3% 1Y
ROKA WEALTH STRATEGISTS, LLC
ROSWELL, GA
$48M
+9.0% 1Y
SOUTHERN INCOMES, LLC
$49M
-5.5% 1Y
CONSOLIDATED FINANCIAL SERVICES OF GEORGIA, INC.
SNELLVILLE, GA
$48M
+2.4% 1Y
HORIZONS FINANCIAL ADVISORS INC
ALPHARETTA, GA
$48M
+26.1% 1Y

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