RIA Intel›Advisers›Georgia›LEVEL 5 CAPITAL PARTNERS, LLC

LEVEL 5 CAPITAL PARTNERS, LLC

Advisory

N·ATLANTA, GA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$327M
1-Year AUM Growth
-5.3%
3-Year CAGR
+3.2%
Employees
5
Assets Under Management
Total AUM$327M
Discretionary AUM$327M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients25
Team
Total Employees5
Investment Advisers11
Employee Growth (1Y)+14.3%
Filing History
Total Filings on Record8
First FilingJun 30, 2022
Latest FilingMar 24, 2026
🔒 Full AUM trend chart and 8 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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