RIA Intel›Advisers›Georgia›AUST FINANCIAL ADVISORY, LLC

AUST FINANCIAL ADVISORY, LLC

Advisory

GA

Data as of Jun 9, 2025 · Source: SEC Form ADV

Average account

$1M

across 26 accounts

AUM per adviser

$33M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 9, 2025.

Total AUM

$33M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$33M

Discretionary AUM$33M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients26

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

26 clients

26 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

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

VERSAILLES FINANCIAL, LLC

$33M

AJAX CAPITAL ADVISORS, INC.

$33M

TRESTLE WEALTH ADVISORY, LLC

$33M

ROOT WEALTH MANAGEMENT LLC

$33M

STANHOUSE FINANCIAL PLANNING AND MANAGEMENT, LLC

$33M

RELIASTAR CAPITAL MANAGEMENT, INC.

DAWSONVILLE, GA

$34M

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