RIA Intel›Advisers›Georgia›RONALD BLUE & CO., LLC

RONALD BLUE & CO., LLC

Advisory

N·ROSWELL, GA

Data as of Jun 28, 2017 · Source: SEC Form ADV

Total AUM

$5.7B

1-Year AUM Growth

-13.8%

3-Year CAGR

-9.2%

Employees

158

Assets Under Management

Total AUM$5.7B

Discretionary AUM$5.6B

Non-Discretionary AUM$107M

Discretionary %98.1%

Total Clients—

Team

Total Employees158

Investment Advisers275

Employee Growth (1Y)—

Filing History

Total Filings on Record50

First FilingNov 3, 2000

Latest FilingJun 28, 2017

🔒 Full AUM trend chart and 50 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on RONALD BLUE & CO., LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.