RIA Intel›Advisers›Georgia›PERFETTA CAPITAL, LLC

PERFETTA CAPITAL, LLC

Advisory

GA

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

Rank in GA

#606

of 607 advisers by AUM

Average account

$142K

across 330 accounts

AUM per adviser

$47M

1 advisers

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

Total AUM

$47M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$47M

Discretionary AUM$47M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients129

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA, NC, TN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

129 clients

12 high-net-worth

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

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

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