RIA Intel›Advisers›Georgia›MIKE SENA ADVISORS, INC.

MIKE SENA ADVISORS, INC.

Advisory

GA

Data as of Mar 5, 2026 · Source: SEC Form ADV

Average account
$343K
across 51 accounts
AUM per adviser
$17M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM
$17M
Discretionary %
100%
Clients
15
Employees
1

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$17M
Discretionary AUM$17M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients15
Team
Total Employees1
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.

CAPSTONE INVESTMENT GROUP INC
ATLANTA, GA
$17M
-35.5% 1Y
FINANCIAL STAPLES, LLC
$18M
ALTERA ADVISORS, LLC
ATLANTA, GA
$18M
BLACK LAKE CAPITAL CORP.
$17M
HALLEY HILL WEALTH MANAGEMENT LLC
PERRY, GA
$18M
ASSET GUIDANCE GROUP, LLC
ROSWELL, GA
$17M

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