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L.V.O. ADVISORY INC.

Advisory

ROSWELL, GA

Data as of Mar 20, 2026 · Source: SEC Form ADV

Rank in GA

#540

of 607 advisers by AUM

Average account

$303K

across 235 accounts

AUM per adviser

$71M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$71M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$71M

Discretionary AUM$11M

Non-Discretionary AUM$60M

Discretionary %15.2%

Total Clients140

Team

Total Employees4

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

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

140 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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