RIA Intel›Advisers›Georgia›ONE SOURCE ADVISORY SERVICES, LLC

ONE SOURCE ADVISORY SERVICES, LLC

Advisory

DECATUR, GA

Data as of Mar 19, 2026 · Source: SEC Form ADV

Average account
$167K
across 97 accounts
AUM per adviser
$16M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM
$16M
Discretionary %
68.2%
Clients
102
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$16M
Discretionary AUM$11M
Non-Discretionary AUM$5M
Discretionary %68.2%
Total Clients102
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
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.

GRAY FINANCIAL SERVICES CORP
ATLANTA, GA
$16M
SECURITY CAPITAL MANAGEMENT INC
ATLANTA, GA
$16M
-40.8% 1Y
LIFETIME STRATEGIES, LLC
GRIFFIN, GA
$16M
INVESTORS RESEARCH CORPORATION
ATLANTA, GA
$16M
NORTHSTAR INVESTMENT PARTNERS, LLC
ALPHARETTA, GA
$16M
CHANAKYA BUSINESS VENTURES LLC
$17M

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