RIA Intel›Advisers›Georgia›KLAUSMAN, HENRY MARTIN

KLAUSMAN, HENRY MARTIN

Advisory

GA

Data as of Jan 13, 2026 · Source: SEC Form ADV

Average account

$750K

across 33 accounts

AUM per adviser

$25M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 13, 2026.

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$25M

Discretionary AUM$20M

Non-Discretionary AUM$5M

Discretionary %81.2%

Total Clients28

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

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

28 clients

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.

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$25M

AFS WEALTH MANAGEMENT LLC

WATKINSVILLE, GA

$25M

SANDERS YEARIAN ADVISORY GROUP, INC.

$24M

MARS CAPITAL MANAGEMENT LLC

$25M

KINDZIA INVESTMENTS, INC.

JOHNS CREEK, GA

$25M

BARBER LACKEY FINANCIAL GROUP LLC

$24M

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