RIA Intel›Advisers›Georgia›MERSEREAU, LAZENBY & ROCKAS, L.L.C.

MERSEREAU, LAZENBY & ROCKAS, L.L.C.

Advisory

SUWANEE, GA

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

Rank in GA
#485
of 607 advisers by AUM
Average account
$431K
across 230 accounts
AUM per adviser
$50M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM
$99M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
13
Assets Under Management
Total AUM$99M
Discretionary AUM$99M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients143
Team
Total Employees13
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InGA, MT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

CRESCENT WEALTH ADVISORY, LLC
ATLANTA, GA
$99M
BROWN WEALTH MANAGEMENT, LLC
CONYERS, GA
$99M
ISLAND ASSET MANAGEMENT, LLC
SAINT SIMONS ISLAND, GA
$98M
HARBINGER ALTERNATIVE ASSOCIATES, LLC
ATLANTA, GA
$100M
GLOBALCLEAR INVESTMENT & DEPOSITORY LLC
MARIETTA, GA
$100M
0.0% 1Y
FINANCIAL NETWORK CORP
ATLANTA, GA
$100M
0.0% 1Y

Get the full picture on MERSEREAU, LAZENBY & ROCKAS, L.L.C.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MERSEREAU, LAZENBY & ROCKAS, L.L.C. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans