RIA Intel›Advisers›Georgia›BALES FINANCIAL ADVISORS, INC

BALES FINANCIAL ADVISORS, INC

Advisory

CUMMING, GA

Data as of Feb 16, 2026 · Source: SEC Form ADV

Rank in GA

#590

of 607 advisers by AUM

Average account

$133K

across 384 accounts

AUM per adviser

$26M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 16, 2026.

Total AUM

$51M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$51M

Discretionary AUM$51M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients270

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

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

270 clients

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

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