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HOMRICH & BERG INC

Advisory

N·ATLANTA, GA

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

Total AUM

$8.9B

1-Year AUM Growth

+27.8%

3-Year CAGR

+17.1%

Employees

67

Assets Under Management

Total AUM$8.9B

Discretionary AUM$7.8B

Non-Discretionary AUM$1.1B

Discretionary %87.6%

Total Clients—

Team

Total Employees67

Investment Advisers125

Employee Growth (1Y)—

Filing History

Total Filings on Record90

First FilingJan 31, 2001

Latest FilingSep 21, 2021

🔒 Full AUM trend chart and 90 historical filings spanning 20+ 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 HOMRICH & BERG INC

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