RIA Intel›Advisers›Georgia›RICH, GILBERT

RICH, GILBERT

Advisory

ATLANTA, GA

Data as of Jan 15, 2026 · Source: SEC Form ADV

Average account

$988K

across 42 accounts

AUM per adviser

$42M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 15, 2026.

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 Clients42

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

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

42 clients

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

$42M

WILLIAMS WEALTH MANAGEMENT, INC.

$42M

$42M

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