RIA Intel›Advisers›Georgia›BERMAN CAPITAL ADVISORS, LLC

BERMAN CAPITAL ADVISORS, LLC

Advisory

N·ATLANTA, GA

Data as of Jul 21, 2021 · Source: SEC Form ADV

Total AUM

$3.3B

1-Year AUM Growth

+22.8%

3-Year CAGR

+14.1%

Employees

13

Assets Under Management

Total AUM$3.3B

Discretionary AUM$871M

Non-Discretionary AUM$2.5B

Discretionary %26.1%

Total Clients—

Team

Total Employees13

Investment Advisers30

Employee Growth (1Y)—

Filing History

Total Filings on Record32

First FilingOct 13, 2010

Latest FilingJul 21, 2021

🔒 Full AUM trend chart and 32 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BERMAN CAPITAL ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.