RIA Intel›Advisers›Georgia›POLARIS ASSET MANAGEMENT, LLC

POLARIS ASSET MANAGEMENT, LLC

Advisory

SUGAR HILL, GA

Data as of Jan 26, 2026 · Source: SEC Form ADV

Average account

$177K

across 69 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$5M

Non-Discretionary AUM$7M

Discretionary %42.3%

Total Clients39

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

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

39 clients

2 high-net-worth

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

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Advisers of similar size in GA

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

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GUSTAFSSON WEALTH MANAGEMENT, INC.

$12M

NEURAVEST RESEARCH INC

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