RIA Intel›Advisers›Georgia›J. FRANKLIN FINANCIAL LLC

J. FRANKLIN FINANCIAL LLC

Advisory

METTER, GA

Data as of Mar 4, 2026 · Source: SEC Form ADV

Average account

$139K

across 222 accounts

AUM per adviser

$31M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 4, 2026.

Total AUM

$31M

Discretionary %

100%

Clients

222

Employees

1

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$31M

Discretionary AUM$31M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients222

Team

Total Employees1

Investment Advisers1

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

222 clients

6 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.

ROSENBERG FINANCIAL GROUP, INC.

WARNER ROBINS, GA

$31M

-50.1% 1Y

HIGHLANDER PARTNERS, LLC

ATLANTA, GA

$31M

-21.1% 1Y

SHEPHARD INVESTMENT COUNSEL, LLC

ATLANTA, GA

$31M

-2.0% 1Y

THIRD ACT RETIREMENT PLANNING, INC.

MARIETTA, GA

$30M

MONTIS & EXLEY ASSET MANAGEMENT, LLC

SAVANNAH, GA

$30M

-51.6% 1Y

LIFEWATER WEALTH MANAGEMENT, LLC

DULUTH, GA

$30M

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