RIA Intel›Advisers›Georgia›CLARK BROWN, LLC

CLARK BROWN, LLC

Advisory

ATHENS, GA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Average account
$247K
across 112 accounts
AUM per adviser
$14M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM
$28M
Discretionary %
95.1%
Clients
41
Employees
2

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$28M
Discretionary AUM$26M
Non-Discretionary AUM$1M
Discretionary %95.1%
Total Clients41
Team
Total Employees2
Investment Advisers2
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.

DRAPER FRANK CO
ATLANTA, GA
$28M
0.0% 1Y
BLOOMWOOD CAPITAL ADVISORS, LLC
$28M
VIVCAP LLC
$28M
CERNER CAPITAL MANAGEMENT, LLC
SNELLVILLE, GA
$28M
ASTROP ADVISORY CORPORATION
$28M
+35.0% 1Y
PRANA WEALTH MANAGEMENT LLC
$27M

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