RIA Intel›Advisers›Georgia›PARAMOUNT INVESTMENT ADVISORS

PARAMOUNT INVESTMENT ADVISORS

Advisory

BUFORD, GA

Data as of Apr 2, 2025 · Source: SEC Form ADV

Average account

$508K

across 83 accounts

AUM per adviser

$42M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 2, 2025.

Total AUM

$42M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$42M

Discretionary AUM$42M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients74

Team

Total Employees1

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.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

74 clients

9 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in GA

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

CONFIDANT FINANCIAL SOLUTIONS, LLC

$42M

$42M

WILLIAMS WEALTH MANAGEMENT, INC.

$42M

FAMILY HERITAGE RESOURCE, INC.

$43M

COLLINS/MOODY FINANCIAL SERVICES, L.L.C.

$42M

KEYSTONE FINANCIAL CONSULTANTS, INC

$42M

Get the full picture on PARAMOUNT INVESTMENT ADVISORS

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

Create a free account →See plans