RIA Intel›Advisers›Georgia›JOHN MASTERS, CPA, PC

JOHN MASTERS, CPA, PC

Advisory

ATLANTA, GA

Data as of Mar 28, 2026 · Source: SEC Form ADV

Average account
$132K
across 37 accounts
AUM per adviser
$5M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 28, 2026.

Total AUM
$5M
Discretionary %
94.7%
Clients
20
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$5M
Discretionary AUM$5M
Non-Discretionary AUM$258K
Discretionary %94.7%
Total Clients20
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
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.

H.G. HARPER FINANCIAL GROUP LLC
TIFTON, GA
$5M
CRIFASI ENTERPRISES, INC.
$5M
DEASIL WEALTH MANAGEMENT LLC
$5M
INTEGRITY DYNAMIC INVESTMENTS LLC
$5M
LKL ADVISORS, LLC
$5M
MASON WEALTH STRATEGIES, LLC
$5M

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